Andrew Licon
Financial Advisor
- Role
- Financial Advisor, Vice President at Merrill Lynch
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Andrew Licon
I am passionate about helping people understand the complexities of their unique financial picture so they can make smart financial decisions for themselves, their families, and their businesses. My process begins by understanding where you are in your wealth journey, developing a wealth plan to serve as the foundation for decision making, and assist you in prioritizing your goals and objectives. To help you achieve your goals, I lead a team of industry professionals to develop a customized plan that includes investment selection & management, estate & trust planning strategies, charitable giving strategies, risk management strategies, access to private banking services, and personal and commercial lending. To stay cutting edge in an ever-changing industry, I hold a CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards, Inc. and a Certified Exit Planning Advisor (CEPA®) designation from the Exit Planning Institute. I am also a member of the Financial Planning Association. A native of the D/FW Metroplex, I currently live in Coppell with my wife Renee, our two boys, and two dogs. I am a parishioner of St. Monica Catholic Church, a member of the St. Monica Dad\'s Club, and a Board of Trustee for Medical City Las Colinas. I was a Board of Director for the Irving Schools Foundation from 2015 until 2024, having served as Chairman in 2019.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.*Banking and Lending Services are through Bank of America, N.A.
Experience
Financial Advisor, Vice President
Oct 2022 — Present
Education
Southern Methodist University
Accredited Certificate Program
2011 — 2012
Our Lady of the Lake University
Bachelor's Degree
2001 — 2005
Skills
- Leadership
- Marketing
- Estate Planning
- Public Speaking
- Series 7
- Cash Flow Forecasting
- Marketing Strategy
- Investment Management
- Program Management
- Disability Insurance
- Long Term Care Insurance
- Portfolio Management
- Contract Negotiation
- Banking
- Certified Financial Planner
- Trust Services
- Social Networking
- Event Planning
- Customer Service
- College Education Planning
- Budgets
- Life Insurance
- Finance
- Event Management
- Public Relations
- Retirement Planning
- Sales
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