Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Fabio de Andrade is a member of Merrill Lynch Wealth Management as a Senior Vice President, Senior Financial Advisor and Portfolio Manager. He provides a unique and complete set of resources to high-level corporate executives, successful entrepreneurs and wealthy families that require confidentiality and discretion around complex financial situations.
His goal is the complete satisfaction of his clients by providing them with superior advice coupled with convenient and efficient financial service. The focus of his practice is to assist clients in asset allocation and investment decisions, devise customized strategies to hedge risk, create liquidity, and form retirement, estate and succession plans. I design strategies addressing all aspects of financial management, allowing clients to focus on their demanding careers with the assurance that their wealth is being managed efficiently and professionally.
Fabio prefers to coordinate his efforts with clients' outside advisors, attorneys, business managers, and CPAs to help ensure that his clients get the greatest amount of attention with the least amount of distraction, seamlessly integrating the vast services of Merrill with the expertise of clients' outside advisors. As the financial industry continues to change, Fabio feels that he is positioned better than ever to serve the affluent marketplace.
Fabio has been married for seventeen years to Kori Ann and they reside in Lee’s Summit with their daughters Alessandra Sofia and Emilia Marie. Fabio graduated from the University of Kansas and is FINRA and insurance registered.
English, Italian, Portuguese & Spanish
University of Kansas
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.
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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.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.