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Andrey Movsesyan
Wealth Management Advisor
Professional Background
Andrey Movsesyan is a highly dedicated financial advisor whose professional journey has been marked by a commitment to delivering exceptional service and guidance to clients in the complex world of financial management. With over 15 years of experience in the financial services industry, Andrey has built his expertise through positions in several prestigious financial institutions, including Citibank, Wells Fargo, Abbot Downing, First Republic, Prudential Financial, and BBVA Global Wealth. His diverse experiences have equipped him with a comprehensive understanding of the financial markets, investment strategies, and wealth management techniques, enabling him to effectively assist clients in achieving their financial goals.
Currently serving as a Senior Vice President at Merrill Lynch Wealth Management, Andrey utilizes the world-class platform offered by the firm to synthesize his extensive education and experience. He prides himself on taking a full balance sheet perspective when advising clients, ensuring that both their assets and liabilities are thoughtfully considered. His approach focuses on client relationships, aiming to provide a positive experience that is tailored to meet each client's unique set of needs. Andrey's dedication to excellence is further exemplified by his designation as a Chartered Financial Analyst (CFA®) and a CERTIFIED FINANCIAL PLANNER™ (CFP®), indicating his commitment to ongoing education and professional development in the financial advisory landscape.
Education and Achievements
Andrey's academic background laid a solid foundation for his career in finance. He earned both his Bachelor of Arts in Economics and his Master of Business Administration (MBA) from San Francisco State University. This educational experience has equipped him with the analytical skills and strategic thinking necessary to navigate the intricacies of financial planning and investment management.
In addition to his degrees, Andrey's credentials as a CFA® charterholder and CFP® professional reflect his dedication to the highest standards of professional ethics and knowledge in the financial services industry. These designations are well-respected and signify his expertise in investment analysis, portfolio management, and comprehensive financial planning.
Andrey has also dedicated a significant portion of his career to helping teams manage investments for clients with diverse financial backgrounds, ranging from individuals with assets of $1 million to institutional clients with portfolios approaching $1 billion. His experience extends to various roles, including Associate Portfolio Manager at PGIM Real Estate Finance, Business Analyst at First Republic Bank, and Investment Management Specialist at Abbot Downing/Wells Fargo Family Wealth. Each position has sharpened his skills and deepened his understanding of client needs and investment solutions.
Personal Life
Residing in Danville, California, Andrey balances his professional commitments with a fulfilling family life. He cherishes time spent with his wife, Anastasiia, and their two young children, Katerina and Viktor. Family outdoor adventures, particularly at their cabin in Groveland, California, bring joy and create lasting memories, reflecting Andrey's values of family bonding and a love for nature.
In addition to his career aspirations, Andrey has nurtured a passion for martial arts over the years. Though he currently finds himself busy with family life, he looks forward to returning to practicing martial arts as a hobby when his children are older, embodying a belief in the importance of physical fitness and personal discipline in life.
Through his robust professional experience, educational accomplishments, and commitment to family values, Andrey Movsesyan stands out as a financial advisor committed to excellence. His approach not only enhances the financial well-being of his clients but also fosters meaningful relationships that help guide clients towards their long-term financial objectives.
Education and Achievements
- Bachelor of Arts in Economics, San Francisco State University
- Master of Business Administration (MBA), San Francisco State University
- Chartered Financial Analyst (CFA®) designation
- CERTIFIED FINANCIAL PLANNER™ (CFP®) certification
