Andrew Kohl
Advisor at Merrill — Tampa, FL E Kennedy Blvd
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
4 years
Location
Tampa, FL 33602
Merrill
Institution
Andrew Kohl is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their financial priorities and develop strategies to address their short-, mid-, and long-term goals. His advisory services encompass general investing, retirement planning, and preparing for unforeseen financial needs. He also facilitates client access to Bank of America specialists for banking, credit, home financing, and small business solutions.
Kohl’s areas of expertise include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, small business strategies, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and is registered with NMLS ID 2399358. His educational background includes a high school diploma from Harrison High School and attendance at Georgia Southern University without degree conferral.
Outside of his professional role, Andrew Kohl is involved with Kiwanis International. He enjoys adventure sports, basketball, fishing, football, golfing, music, and spending time with his family. He is an enthusiastic NFL football fan who follows games regularly with his wife and two young children.
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.
Tampa, FL E Kennedy Blvd
101 E Kennedy Blvd, Pbig Florida Pwm Tampa
Tampa FL 33602
Advisors at this office
103
Florida · Texas
4 years of industry experience
Bank of America, N.A.
2022 - Present • 4 years
Zephyrhills, FL
Merrill
2022 - Present • 4 years
Zephyrhills, FL
Future financial LLC
2021 - 2021 • 1 year
Tampa, FL
First Cash Financial
2005 - 2022 • 17 years
Tampa, FL
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Insurance agent
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Bank
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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