Merrill Private Wealth Management is a global institution that offers customized financial services to a limited number of clients, providing personalized attention for all aspects of their financial lives. Their team of rigorously trained private wealth advisors specializes in meeting the unique needs of ultra-high-net-worth families, offering integrated wealth management strategies and services. With a focus on trust and personalized service, Merrill Private Wealth Management helps clients develop strategies to address their overall wealth objectives and personal financial goals. Led by Managing Director and Private Wealth Advisor Andy, the Private Executive Services team consists of 20 professionals who provide expert guidance and advice to individuals and families. Andy, who has been with Merrill since 1991, holds the Certified Investment Management Analyst designation and has a background in economics. He is recognized for his achievements in lacrosse and is a member of both the Long Island Metropolitan Lacrosse Foundation's Hall of Fame and the Virginia Lacrosse Hall of Fame. Andy resides in Garden City, New York, and is actively involved in community organizations, serving on the boards of The Kennedy Children's Center and as the President of the Garden City Youth Lacrosse Program.Generated from the website

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