Andrew Meade

Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. This advisor has paid a fee to receive expanded profile features, such as profile photo and contact information.

Forbes Lists

Top Next-Gen Wealth Advisors Best-in-State (2024)

Hawaii

Data provided by SHOOK® Research, LLC. Data as of 3/31/24 Source: Forbes.com (August, 2024). SHOOK considered advisors born in 1985 or later with a minimum 4 years as an advisor.

#16

Forbes Best-In-State Wealth Advisors (2024)

Hawaii

Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.

#454

America's Next Gen Advisors (2021)

Source: Forbes.com (Awarded Sept 2021) Data compiled by SHOOK Research LLC based on time period from 3/31/20 - 3/31/21.

About Andrew Meade

Andrew Meade, CIMA®, CPFA®, C(k)P®
Senior Vice President
NMLS# 927175
Wealth Management Advisor

T 808.525.8303 M 808.636.8255
andrew.meade@ml.com

Andrew Meade works closely with individuals, families, and institutions, helping clients in thinking purposefully and strategically about multiple aspects of their finances, resulting in a cohesive and deliberate path toward their goals.

Andrew Meade, CIMA®, CPFA®, C(k)P®
Senior Vice President
NMLS# 927175
Wealth Management Advisor

T 808.525.8303 M 808.636.8255
andrew.meade@ml.com

Ultimately, Andrew strives to help clients derive greater happiness from their wealth—as they define it. “What do we need this wealth to accomplish?” he often asks clients. With their answers in mind, he works collaboratively to design a more direct route to client priorities, maintaining steady momentum grounded in hard work and close communication.

Accomplished families look to Andrew as a trusted guide and reliable resource. He is proud to have advised four generations of families in Hawaii, walking with them through important crossroads in their lives and legacies. A creative thinker, he looks to connect people to the capabilities that have a meaningful impact on the quality of their lives— from long-term planning, cash-flow analysis, and lifestyle preservation to behavioral coaching and providing access to Bank of America home and business financing.

Business owners and executives come to Andrew with intersecting needs that span their personal and professional lives: transitioning their business, planning their retirement, diversifying their investments, saving for their children’s education, or designing their long-term legacies. Andrew is also experienced in navigating “sudden wealth”—an inheritance, the sale of a business, or another liquidity event that requires time-sensitive planning.

Non-profit organizations look to Andrew for investment guidance, helping them fulfill their missions and heighten their impact through investment policy, board and staff education, and administrative support. He appreciates the invaluable influence of non-profit organizations on the greater Hawaiian community and strives to amplify that effect by sharing best practices and guidance from a deep bench of specialists, firm wide.

Andrew became a Financial Advisor in 2010 and has worked at Merrill since 2012. His tenure at the firm has provided him with the continuity, network, and experience to help clients resolve intricate issues. He is a graduate of the Shidler College of Business at the University of Hawaii at Manoa with degrees in Finance and International Business.

Committed to professional excellence, Andrew holds the Certified Investment Management Analyst® (CIMA®) designation through the Investments & Wealth Institute and the University of Chicago Booth School of Business. He has also earned the Certified Plan Fiduciary Advisor® (CPFA®) designation and the Certified 401(k) Professional (C(k)P®) designation.

Eager to give back, Andrew has served on boards and committees of The YMCA of Honolulu, Waikiki Yacht Club, Kaneohe Yacht Club, Historic Hawaii Foundation, Hawaii Sailing Foundation, and Make-a-Wish Hawaii.

An avid sailor, Andrew enjoys competing in sailing regattas in Hawaii and on the mainland, including the Transpac Race from California to Diamond Head.

Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Recognitions

Forbes “Top Next-Generation Wealth Advisors Best-in-State” 2023 List 2023, 2022, and 2019

Published annually Aug - Sept. Rankings based on data as of March 31 of current year.

Forbes “Top Next-Generation Wealth Advisors” 2021 List 2021, 2020, 2018, and 2017

Published annually July - Sept. Rankings based on data as of March 31 of current year.

Forbes “Best-In-State Wealth Advisors” List 2023-2021

Published annually Jan- April. Rankings based on data as of June 30 of prior year. Read Less

The description above is provided by Andrew.

Investing involves risk, including loss of principal.

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”), its affiliates and financial advisors do not provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

*2023 Forbes “Top Next-Generation Wealth Advisors Best-in-State” list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1984 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. *2021 Forbes “America’s Top Next-Generation Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1982 or later with a minimum 4 years as an advisor. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Details available at www.SHOOKresearch. com. SHOOK is a registered trademark of SHOOK Research, LLC.

*Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

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BA1ALB6979380, 12/1/2024