Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
When you're shooting a free throw in basketball, there are a lot of factors to consider: the angle, the speed, the follow-through. You anticipate, and then you control the controllable.
That same mindset characterizes Andrew Gartland's approach to wealth management. Andy is skilled in weighing multiple factors that impact your wealth: your balance sheet, risk tolerance, family dynamics, personal priorities, long-term aspirations, and the changing fiscal conditions in which we live. With that analysis as his foundation, Andy works with you to chart a path forward that is distinctly your own, helping you deploy your wealth with forethought and care.
Andy believes strongly in simple precepts: hard work, consistent communication, a relentless emphasis on quality, and ongoing stewardship. Andy loves what he doe-helping you resolve complexity and heighten transparency, so you can pursue your distinctive vision for your life and legacy.
WHAT YOU CAN EXPECT FROM Andy Gartland:
He is restless in his pursuit of your goals. Your needs are at the forefront of his work.
He is respectful of your time. He strives to make your life better by adding consistent value.
He believes in regular and reliable communication. He wants you to be comfortable with the path that lies ahead and our approach to navigating your future.
He will strive to exceed your expectations, harnessing his knowledge of best practices, the wider resources of his team, and the expansive capabilities of Merrill Lynch Wealth Management and Bank of America.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
College for Financial Planning
University of Colorado
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.
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 Banking Specialist
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.
We will work to help you stay on track, regardless of what the markets are doing.
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.