Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
The investment insights of Merrill, along with access to the banking services and lending solutions of Bank of America, can offer a range of potential opportunities in today’s fast-moving economy. In this environment, we believe you should have a financial advisor who asks thoughtful questions, can call upon a global network of specialists and can offer thought leadership that can be instrumental in helping you pursue your financial goals.
Andrea began her 20 plus year financial services career in public accounting and went on to hold several roles in a boutique trust and estate planning firm before joining Merrill Lynch Wealth Management in 2005. During her career at Merrill, Andrea led global initiatives within Internal Audit and Compliance with impact to Wealth Management and Private Banking. Today, Andrea partners with her clients to simplify their financial lives so that they are able to spend their time and energy on the things they enjoy most. Her practice embraces a client experience rooted in identifying goals and priorities, education, and asset preservation, rather than investment performance alone.
A sought after presenter and panelist, Andrea connects with the unique needs of clients in diverse markets including women and families as well as business owners. Her clients also include senior and emerging leaders in various industries like healthcare, finance, and non-profit. In addition to retirement planning, assisting professionals with executive compensation and equity awards is a growing area of her practice.
Andrea’s passion for financial literacy and education was the spark to her launching her practice. She has taught Merrill's Investing Pays Off curriculum and today serves as a Better Money Habits Champion for Bank of America. As a diversity and inclusion leader, Andrea is an active member of several of the company's affinity groups. She has also served on Steward Board and the Finance Commission of her church.
Andrea earned a Bachelor of Science in Accounting from Hampton University. She holds a Certificate in Financial Planning from the Petrocelli College of Continuing Studies at Fairleigh Dickinson University and the Chartered Retirement Planning Counselor designation from the College for Financial Planning. A former track and field athlete, Andrea is a fan of all things sports-related, as well as music and the performing arts. Andrea is a member of Delta Sigma Theta Sorority, Inc. and Jack and Jill of America and resides in the Central New Jersey area with her husband, son, and daughter.
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Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Bank of America, N.A.
Wealth Management Lending Officer
Bank of America, N.A.
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.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
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.