Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Andrew Blake helps serve the diverse financial needs of a high-net-worth clientele, many who’ve been with his father, David, for more than 30 years. Bringing their holistic wealth management approach to clients coast-to-coast, the team guides business owners (working and retired), physicians, attorneys, widows and widowers, and multiple generations of families.
As part of The Blake Group, Andrew partners with his father, a highly knowledgeable and respected financial advisor who has more than 32 years of experience at Merrill. Andrew is a qualified Senior Portfolio Advisor who can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies.
“At the core of most positive financial outcomes are the deep client relationships we forge. Andrew and I work as a team – with specialists at the Firm and, especially, with clients. Behind our goals-based wealth management strategies are the key roles that clients play. Their input is critical to us building strategies that can span generations and help meet clients’ personal goals, not industry benchmarks,” explains David.
With most clients looking toward a comfortable retirement, Andrew and David typically customize tax-sensitive portfolios that are designed to weather market volatility, generate a steady income, and provide a fair rate of return. Portfolios may include large-cap equities with dividends that have increased over time, bonds, mutual funds, and ETFs to help balance each portfolio.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
“We take a long-term, family-oriented view of wealth,” explains Andrew. “It’s especially rewarding to bring my planning based approach to clients’ grown children and to successful individuals I’ve come to admire for their hard work. Working closely and on an ongoing basis with clients, our strategies can account and adjust to their risk tolerances, needs for liquidity, cash flow, and income streams.”
University of Iowa
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.