Michael Andrews

Background

About Michael Andrews

I am focused on developing strategies based upon the clients risk tolerance, time horizon, and liquidity needs for high-net-worth individuals, their families and their businesses to help them meet their short- and long-term financial goals. My approach to wealth management is consultative, objective and committed to excellence. I take the time to listen to and review client financial situations, preferences and goals. From that, I make recommendations that accurately reflect each client's income and growth expectations, and further explore solutions that cover a wide range of opportunities, including investments, retirement, estate planning services and philanthropy. I started at Merrill in and in 2005 earned the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. In addition, I went onto earn a Chartered Retirement Planning Counselor™ designation. A significant part of my practice centers around helping clients create a sound retirement income strategy often originating from life transitions. This can be due to the loss of a spouse, divorce, retirement, inheritance, sale of a business or any situation that could potentially impact their current lifestyle.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S, which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.