Andrew Pleat, Cfp®
AeroLeads people directory · profile

Andrew Pleat, Cfp® Email & Phone Number

Resident Director - Wealth Management Advisor, First Vice President at Merrill Lynch Wealth Management
Location: Saratoga Springs, New York, United States 1 work role 2 schools
1 work email found @ml.com 3 phones found area 518 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email a****@ml.com
Direct phone (518) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Merrill Lynch Wealth Management
Role
Resident Director - Wealth Management Advisor, First Vice President
Location
Saratoga Springs, New York, United States
Company size
45157 employees

Who is Andrew Pleat, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Andrew Pleat, Cfp® is listed as Resident Director - Wealth Management Advisor, First Vice President at Merrill Lynch Wealth Management, a with 45157 employees, based in Saratoga Springs, New York, United States. AeroLeads shows a work email signal at ml.com, phone signal with area code 518, and a matched LinkedIn profile for Andrew Pleat, Cfp®.

Andrew Pleat, Cfp® holds Master'S Degree from Union College.

Company email context

Email format at Merrill Lynch Wealth Management

This section adds company-level context without repeating Andrew Pleat, Cfp®'s masked contact details.

*@ml.com
71% confidence

AeroLeads found 1 current-domain work email signal for Andrew Pleat, Cfp®. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Andrew Pleat, Cfp®

Andy has been in the financial services industry since 1998 and joined Merrill Lynch Wealth Management in the summer of 2012. Andy holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. Andy finds innovative ways to connect all the pieces of clients' financial lives to help them achieve their goals. He places a premium on providing attentive and tailored client service combined with sound financial advice, guidance and wealth management strategies.Andy's approach to wealth & investment management is consultative and objective. Andy's goal in working with clients is to provide a collaborative wealth planning process that helps them develop a realistic plan for their future and the future of their loved ones. His focus is to assist you in developing financial strategies that can help you meet your short- and long-term financial goals. First, Andy takes the time to listen to and review your financial situation, along with your short term and long term financial goals. Second, once Andy understands what's important to you, he will help you analyze your priorities, define your vision for the future and determine the appropriate course of action to meet your short and long term goals. Third, change is constant, which ultimately means your goals will likely change over the course of time. Andy is happy to update wealth management analyses along the way, during which we may develop new strategies, as we continue to work together to help you pursue the important goals in your life. Andy is happy to provide you the support and guidance you'll need to make these complex decisions. This task can seem daunting - but you don't have to do it alone.*Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

Listed skills include Series 7, Wealth Management, Finance, Asset Allocation, and 8 others.

Current workplace

Andrew Pleat, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Merrill Lynch Wealth Management
Merrill Lynch Wealth Management
Resident Director - Wealth Management Advisor, First Vice President
new york, new york, united states
Website
ml.com
Employees
45157
AeroLeads page
Company profile
View company profile Email format
1 role

Andrew Pleat, Cfp® work experience

A career timeline built from the work history available for this profile.

Team & coworkers

Colleagues at Merrill Lynch Wealth Management

Other employees you can reach at ml.com. View company contacts for 45157 employees →

TM Thomas Murphy Thomas Murphy Colleague at Merrill Lynch Wealth ManagementRockville Centre, New York, United States View → JR Jeffrey Reis Jeffrey Reis Colleague at Merrill Lynch Wealth ManagementNorthbrook, Illinois, United States View → JU Joseph U Abiazie Joseph U Abiazie Colleague at Merrill Lynch Wealth ManagementGreater Houston, United States View → DB Domenic Barboza Domenic Barboza Colleague at Merrill Lynch Wealth ManagementCumberland, Rhode Island, United States View → TC Tara Carlson, Cfp®, Cepa® Tara Carlson, Cfp®, Cepa® Colleague at Merrill Lynch Wealth ManagementFranklin, Tennessee, United States View → BC Brieanna Churchill Brieanna Churchill Colleague at Merrill Lynch Wealth ManagementGreater Sacramento, United States View → MM Meghan Mckee Meghan Mckee Colleague at Merrill Lynch Wealth ManagementGreater Philadelphia, United States View → JB Jimmy Bowe Jimmy Bowe Colleague at Merrill Lynch Wealth ManagementWayzata, Minnesota, United States View → MD Mary Delorenzo Mary Delorenzo Colleague at Merrill Lynch Wealth ManagementNew York City Metropolitan Area, United States View → MK Maggie Kabajouzian Maggie Kabajouzian Colleague at Merrill Lynch Wealth ManagementSan Francisco, California, United States View →
2 education records

Andrew Pleat, Cfp® education

Master'S Degree

Union College

Bachelor'S Degree

Siena College
FAQ

Frequently asked questions about Andrew Pleat, Cfp®

Quick answers generated from the profile data available on this page.

What company does Andrew Pleat, Cfp® work for?

Andrew Pleat, Cfp® works for Merrill Lynch Wealth Management.

What is Andrew Pleat, Cfp®'s role at Merrill Lynch Wealth Management?

Andrew Pleat, Cfp® is listed as Resident Director - Wealth Management Advisor, First Vice President at Merrill Lynch Wealth Management.

What is Andrew Pleat, Cfp®'s email address?

AeroLeads has found 1 work email signal at @ml.com for Andrew Pleat, Cfp® at Merrill Lynch Wealth Management.

What is Andrew Pleat, Cfp®'s phone number?

AeroLeads has found 3 phone signal(s) with area code 518 for Andrew Pleat, Cfp® at Merrill Lynch Wealth Management.

Where is Andrew Pleat, Cfp® based?

Andrew Pleat, Cfp® is based in Saratoga Springs, New York, United States while working with Merrill Lynch Wealth Management.

What companies has Andrew Pleat, Cfp® worked for?

Andrew Pleat, Cfp® has worked for Merrill Lynch Wealth Management.

Who are Andrew Pleat, Cfp®'s colleagues at Merrill Lynch Wealth Management?

Andrew Pleat, Cfp®'s colleagues at Merrill Lynch Wealth Management include Thomas Murphy, Jeffrey Reis, Joseph U Abiazie, Domenic Barboza, and Tara Carlson, Cfp®, Cepa®.

How can I contact Andrew Pleat, Cfp®?

You can use AeroLeads to view verified contact signals for Andrew Pleat, Cfp® at Merrill Lynch Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Andrew Pleat, Cfp® attend?

Andrew Pleat, Cfp® holds Master'S Degree from Union College.

What skills is Andrew Pleat, Cfp® known for?

Andrew Pleat, Cfp® is listed with skills including Series 7, Wealth Management, Finance, Asset Allocation, Strategic Financial Planning, Retirement Planning, Series 63, and Leadership.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.