Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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 20 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 Lynch. 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 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 can 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.
“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
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy 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.