Andrew Cottrell
Managing Director, Wealth Management Advisor
- Role
- Wealth Management Advisor, Managing Director at Merrill Lynch
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Andrew Cottrell
Our team shares a common goal: to help corporate executives and business owners pursue meaningful outcomes. We are fluent in planning with clients that build wealth through concentration. Our team of seven is equipped to serve those employed at the highest level, especially, though not exclusively, those receiving restricted stock, options, and/or profit share as well as those that hold private business ownership. My wife Paige, who I met at Butler University through our shared connection in athletics, and I reside in Mason, OH with our four children Cormac, Cael, Cordelia and Carrigan.*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute\'s initial and ongoing credentialing requirements for wealth advisors.
Experience
Wealth Management Advisor, Managing Director
Dec 2010 — Present
Education
Butler University
Bachelor's Degree
2008 — 2011
Skills
- Estate Planning Strategy
- Wealth Management
- Retirement Planning
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