Andres Mesa
Advisor at Merrill — Miami, FL Brickell Ave
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
26 years
Location
Miami, FL 33131
Merrill
Institution
Andres Mesa is an International Wealth Advisor at Merrill Lynch Wealth Management with over 25 years of investment management experience. He provides a comprehensive range of financial and investment services, including wealth management, investment planning, estate planning services, tax minimization strategies, wealth transfer, and retirement income planning. Andres works with clients to simplify their financial lives and develop strategies tailored to their specific goals.
He earned a Master's degree in Finance from Florida International University and holds a B.S. and a Master's degree in Structural Engineering from the University of South Carolina. Andres completed executive studies at the University of Chicago Booth School of Management and has earned the Certified Private Wealth Advisor® and Retirement Manager Advisor® designations from the Investments & Wealth Institute™. He is also a member of Tau Beta Pi, The Engineering Honor Society.
Andres believes that successful client relationships are built on communication, collaboration, confidentiality, trust, knowledge, and a clear roadmap. He focuses on cultivating these elements and collaborates with other trusted advisors to provide comprehensive resources for his clients. Andres is fluent in Spanish and English and has interests in boating, horseback riding, photography, reading, running, spending time with his family, and traveling.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Miami, FL Brickell Ave
701 Brickell Ave, Pbig Florida Pwm Brickell
Miami FL 33131
Advisors at this office
229
Florida · Texas
26 years of industry experience
Bank Of America, N.a.
2014 - Present • 12 years
Miami, FL
Merrill
1999 - Present • 27 years
Miami, FL
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