Andrew Sinsigalli

About Andrew Sinsigalli

I strive to act as your financial quarterback whether my advice is about spending, saving, preserving, managing debt, banking, giving or investing. Regardless of the impact of financial decisions, I will ALWAYS act in good faith. The Sinsigalli Group is available to you not only during the normal work week but anytime you need. Our advice is based upon goals based wealth management. Knowing life involves constant changes the process of planning for your financial well-being will be an ongoing process. Career changes occur, family situations evolve and special needs arise, and our process includes continual evaluations of your reality. In addition to the formal written plan we provide a personalized and written Client Service Agreement based upon what best meets your wants and needs. We will provide a summary of each of our key review meetings. I am a CFP® professional and have met rigorous professional standards and adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with clients. We bring a team of highly experienced professionals with over 65 years in the financial service industry to help satisfy your financial well-being. In addition to our central team we partner with Bank of America banking specialists and Merrill\'s vast network of specialists in trust and estate services, complex insurance requirements, unique banking needs, philanthropy, international financial strategies. Our team also works with your accounting and legal professionals. We are totally dedicated to helping achieve the best results possible for you and your family! A personal relationship, availability, total transparency and uncompromising professionalism – these are just some of the values that guide us in all of our activities. These are the values that have made us a leading wealth management firm and team! Our intent is to provide you with confidence regarding your financial situation.

Experience

1. Wealth Management Advisor, Senior Vice President

   Merrill Lynch

   Dec 2010 — Present

   Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.*Trust, fiduciary, and investment management services, including assets managed by the Specialty Asset Management Team, are provided by Bank of America, N.A, Member FDIC, and wholly owned subsidiary of Bank of America Corporation (\"BofA Corp.\"), and its agents.

Education

• Haverhill High School

  High School Diploma/GED

  1981 — 1985

• University of Massachusetts Amherst

  Bachelor's Degree

  1987 — 1990

Skills

• Executive Compensation
• Wealth Planning
• Wealth Management