Andrew Lenzi
Registered Wealth Management Client Associate
- Role
- Registered Wealth Management Client Associate, Officer at Merrill Lynch
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Andrew Lenzi
As a member of the Boston Harbor Team, I am passionate about providing exceptional service and support to clients while ensuring a seamless experience in all aspects of their investment journey. With a strong background in financial services, I assist in managing client relationships, executing portfolio adjustments and supporting new business development. My commitment to continuous learning and client satisfaction drives me to provide the highest level of service in every interaction. Prior to Merrill Lynch Wealth Management, I graduated Magna Cum Laude from Wake Forest University School of Business in May of 2022. At Wake Forest, I majored in Business and Enterprise Management with a concentration in Financial Advising and a minor in Entrepreneurship. In my free time I enjoy golfing, exercising, and watching sports with my friends and family.
Experience
Registered Wealth Management Client Associate, Officer
Jul 2022 — Present
Currently a member of the Boston Harbor Team. I focus on delivering exceptional client service, developing customized financial plans and implementing tailored portfolio strategies and trades to meet the unique needs of each client.*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.
Education
Boston College High School
High School
2012 — 2018
Wake Forest University
Bachelors Degree
2018 — 2022
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