Merrill Lynch Financial Advisor Andrew "Drew" Morrison

At Merrill Lynch, Financial Advisor Andrew "Drew" Morrison and the Kish Morrison Group are dedicated to providing comprehensive wealth management services tailored to meet the unique needs of each client. Located in the heart of Pittsburgh, PA, our team offers insights on market trends and strategies to navigate potential opportunities and risks, all within a quick 15-minute consultation.Our Philosophy:We believe true wealth management extends beyond mere investment. Our holistic approach focuses on designing financial strategies that align with your most important goals, not just for your lifetime, but for generations to come. Whether you are accumulating wealth or looking to preserve it, we provide personalized attention and high-touch service to both high-net-worth clients and the emerging affluent. Core Principles:- Investment Manager Selection: We choose managers with consistent, favorable risk-adjusted returns and a tenure of five to ten years or more.

- Asset Allocation: We believe asset allocation is the most crucial determinant of long-term investment returns.

- Market Timing: We do not attempt to time the markets.

- Expense and Tax Minimization: We prioritize minimizing investment expenses and taxes to maximize total returns.

- Total Return Approach: We consider both price appreciation and income generation within a portfolio.Services Offered:- Retirement Planning: Strategies for generating retirement income and managing investments post-retirement.

- Future Generations: Funding for higher education, special needs care, and legacy creation.

- Wealth Transfer: Access to trust and estate planning services.

- Credit and Lending: Connection to Bank of America services for cash management and borrowing needs.

- Tax Minimization: Collaboration with tax professionals to reduce the tax impact on current and future income.Client-Centric Approach:We begin every client relationship with an in-depth conversation to understand your financial life, assets, liabilities, and goals. This dialogue evolves as your needs change, fostering a bond of trust and transparency. Our non-judgmental, emotionally intelligent approach helps you make informed decisions without revisiting past financial missteps.Recognition and Awards:Our advisors have been recognized in numerous prestigious rankings, including Forbes “Best-in-State Wealth Management Teams” and “Best-in-State Wealth Advisors,” as well as Working Mother/SHOOK Research's "Top Wealth Advisor Moms." These accolades reflect our commitment to exemplary client service and high standards of professionalism.Community Involvement:We are actively involved in philanthropy, supporting non-profit organizations whose causes resonate with us. Each team member contributes to the community, underscoring our commitment to making a positive impact where we live and work.