Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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.
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Wealth Management Lending Officer
Bank of America, N.A.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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.
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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 Wealth Management 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.