Looking for a Charlotte NC Financial Advisor and Investments? Andrew R. Harpp
has a great deal of Business Experience and has been in the Financial Services Industry since 2005. He joined the Global Wealth Management division of Merrill Lynch in 2011. His team works closely with his clients, their families and their businesses to help them identify and prioritize their financial goals; then develop an intelligent and organized investment plan to accumulate, grow, protect and ultimately distribute their wealth. His team has a systematic and proven approach, combined with over 50 years of experience in the industry. He provides Full-Service financial advice by addressing all of his clients wealth management needs, including: Portfolio selection, management and diversification, Retirement Planning and Career Transition Planning Business Retirement Solutions, Coordinating Estate Reviews and Trust Services
Liability Management - Mortgages, Home Equity Lines of Credit, Educational Funding - 529's, Educational IRA's, Charitable Giving, Financial “Concierge” Service. Andrew is also a graduate of Wingate University with a B.A. in Business. He has 5 years of management experience. Also, he works closely with and is a member of Rotary International, Reason2smile non-profit organization and CHOA (Charlotte Outdoor Adventures). He has lived in the Southpark area of Charlotte for 8 years. If you are in Charlotte NC or any of the surrounding areas and need a Financial Advisor or investment help, please call.
Hours of Operation
Monday -Saturday 7am-7pm
Preferred method of contact
Business Phone, Mobile Phone,
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