Merrill Lynch - Andrew Schell
1731 Islehurst Lane
Monument, CO 80132
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Hours of OperationI am available by phone or email bankers hours plus. Just give me a call.
Understanding your life priorities is an important part of how I work with the clients I serve. It’s not just about markets and returns, it’s about what matters most to you. I welcome the opportunity to show you how we can work together to create financial strategies designed around you, your goals and your aspirations.
Andrew has been with Merrill Lynch, in Colorado, CO, since 2015. He focuses on clients’ goals and concerns, offering the goals-based wealth management process, global resources and up-to-the-moment Web technology that complement his ability to help clients pursue the financial lifestyle that is most meaningful to them.
Andrew is a problem solver who works to simplify high-net-worth clients’ financial lives. He assists clients in identifying and prioritizing their various goals—including estate planning services, investments, tax minimization strategies, education funding, wealth transfer and retirement income—then developing strategies that may be customized to suit their personal circumstances and their own unique feelings and attitudes. He is also a firm believer in paying close attention to both sides of a client’s balance sheet, which is why he offers access to the experience of a Wealth Management Lending Officer from Bank of America, N.A.*, who can provide strategic and personalized lending guidance focused on your needs. He works hard to gain clients’ trust and is committed to helping optimize their resources so they can make the most of what they have.
Andrew holds a Charted Retirement Planning CounselorSM (CRPC®) designation**. He has a bachelor’s degree in Criminology from Indian University of Pennsylvania, a master’s degree in Criminal Justice from Jacksonville State University (AL), and master’s degree in Strategic Studies from the Naval War College, Newport (RI). He and his wife, Stephanie, live in Colorado Springs, CO.