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The Andrews Group

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The Andrews Group

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Merrill Lynch
Wealth Management



The Andrews Group offers advice and guidance based on your goals and priorities—for yourself, your family and your business. We believe our wealth management philosophy is different, because we place the investor at the center of our focus, not the market. Using an understanding of your life as a foundation, our team will recommend appropriate financial strategies designed to help you pursue your goals, assist you as you track progress towards them and work with you to adjust your strategy over time as needed. When you succeed, we succeed.
Welcome

Our approach to planning and investing begins with a conversation. We take the time to get to know you—your kids’ names, how hard you worked to get where you are and how you define success. We’ll work together to understand your investment personality, prioritize your goals and build a financial strategy that reflects your needs. We believe investors can benefit from our advice, access to the investment insights offered by Merrill Lynch Wealth Management and the banking convenience of Bank of America. We are supported by the deep resources and intellectual capital of Merrill, and we help clients create customized asset allocation investment portfolios. Our approach places a premium on the preservation of invested capital, without losing sight of growth. While keeping our strategic outlook in mind, we try to take advantage of market inefficiencies in domestic and international equity and fixed income investments.

Approach

Working with us means working with advisors truly dedicated to your success. Our approach is simple, transparent and supported by thoughtful investment guidance.

We believe clients realize the full value of our relationship, including:

  • helping you make significant decisions
  • recognizing your life priorities and goals
  • understanding your investment personality
  • helping you prioritize and pursue goals
  • being transparent by making possibilities, fees and risks clear
  • taking steps to help you preserve income during a life challenge
  • educating the younger generation about investments and the markets

The Andrews Group Difference

We provide an elite service model based on highly communicative and proactive interactions with clients. Our goal is to deliver uncompromised service and financial acumen backed by a team with over a century of combined investment experience.

What Can Clients Expect From Us?


INVESTMENT INSIGHTS:

We believe investors can benefit from our advice, access to the investment insights offered by Merrill Lynch Wealth Management and the banking convenience of Bank of America. When it comes to your success, there’s only one financial strategy that really matters—yours.
 
PORTFOLIO MANAGEMENT:
Jerry Andrews, as a Senior Portfolio Manager, can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. A Senior Portfolio Manager may make their strategies available to clients working with other Merrill Advisors. Potential clients should consult the Program Brochure before investing.

COMMITMENT TO PRESERVE CAPITAL:
Trusting in our methodology and investment assessment, our first goal is to preserve value and secure growth for our clients. You’ve worked hard for your wealth and we are committed to helping your portfolios weather trying times as well as take advantage of potential appreciation.

HIGH-TOUCH SERVICE:
Proactive communication is at the heart of our client relationship. We communicate in a timely manner, offer online Webex meetings and meet for detailed individual yearly reviews. We believe clients deserve to understand their portfolio positioning and changes on their behalf and understand the reasoning behind them.

Investing can align with your values

More and more people are interested in giving back to their communities, especially younger investors, and The Andrews Group can help. "Clients are now in a position where they can actually state their beliefs through their investing," says Jerry. Based on client needs and best interest, The Andrews Group can help you identify investing opportunities that may align with your values.

*There are no guaranteed results following completion of values based investing because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how values based investing can help address their concerns, financial situation and priorities. 

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Recognition

Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

Gerard J. Andrews

Forbes “Best-in-State Wealth Advisors”  2021

Meet the Team

Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Your Financial Approach

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.

FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Planning Services4
  • Education Funding1
  • Insurance3
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds4
  • Private Foundations4
  • Charitable Trusts4
FINANCE
Using your finances to bring it all together
  • Merrill Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

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.

Staying on Track

We understand that both your life and the financial markets can change over time. By 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.



Reviews to help you
stay on track

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.



    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

    #DigitalMerrill

    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

      Let’s Have a Conversation

      We believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, work with you to identify potential solutions that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management approach for the future.

      Why Merrill?

      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.


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      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.



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      Transcript of Video 

      No question too big or moment too small

      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      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.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.