Andrey Niantchev, Cfa, Cfp®
AeroLeads people directory · profile

Andrey Niantchev, Cfa, Cfp® Email & Phone Number

Vice President at Merrill Edge at Merrill Edge
Location: Tampa, Florida, United States 8 work roles 3 schools
1 work email found @merrilledge.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email a****@merrilledge.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Merrill Edge
Role
Vice President at Merrill Edge
Location
Tampa, Florida, United States
Company size
2267 employees

Who is Andrey Niantchev, Cfa, Cfp®? Overview

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

Quick answer

Andrey Niantchev, Cfa, Cfp® is listed as Vice President at Merrill Edge at Merrill Edge, a company with 2267 employees, based in Tampa, Florida, United States. AeroLeads shows a work email signal at merrilledge.com and a matched LinkedIn profile for Andrey Niantchev, Cfa, Cfp®.

Andrey Niantchev, Cfa, Cfp® previously worked as Vice President at Merrill Edge and AVP, Financial Solutions Advisor at Merrill Edge. Andrey Niantchev, Cfa, Cfp® holds Master, Business Administration from University Of Tampa.

Company email context

Email format at Merrill Edge

This section adds company-level context without repeating Andrey Niantchev, Cfa, Cfp®'s masked contact details.

*@merrilledge.com
71% confidence

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

View email format View company profile Management contacts
Profile bio

About Andrey Niantchev, Cfa, Cfp®

Andrey Niantchev is a native of Sofia, Bulgaria. Having served in multiple roles, including asset/liability and risk management, deposit strategy, asset allocation, portfolio management, and client relationship management, he is currently employed full-time as a Financial Solutions Advisor at Merrill/Bank of America. His duties involve client relationship management, and business development within the South Tampa market. Mr. Niantchev specializes in serving the Preferred Client tier at Bank of America. He also maintains close alliances with affiliated business lines such as Mortgage Lending, Small Business Banking, Merrill Lynch Wealth Management, and U.S. Trust. He obtained an undergraduate degree in Finance, and later an MBA with a concentration in Finance from the University of Tampa, where he presently teaches Finance and Economics at the John Sykes College of Business. Mr. Niantchev is a Chartered Financial Analyst and a Certified Financial Planner™.Specialties: Municipal Credits, ALCO, MBS, CMBS, Total Return, Interest Rate Risk.

Listed skills include Cfa, Cfp, Alternative Investments, Portfolio Management, and 37 others.

Current workplace

Andrey Niantchev, Cfa, Cfp®'s current company

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

Merrill Edge
Merrill Edge
Vice President at Merrill Edge
Website
merrilledge.com
Employees
2267
AeroLeads page
Company profile
View company profile Email format
8 roles

Andrey Niantchev, Cfa, Cfp® work experience

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

Vice President

Current
Merrill Edge

Tampa/St. Petersburg, Florida Area

Feb 2020 - Present

Avp, Financial Solutions Advisor

Merrill Edge

Riverview, Florida

Jun 2015 - Jan 2020

Adjunct Professor

Current
University Of Tampa

Tampa/St. Petersburg, Florida Area

Sep 2009 - Present

Wealth Advisor

Bt Wealth Advisors

601 Bayshore Boulevard, Suite 960, Tampa, FL 33606

  • Primary focus on financial planning and dividend equities
  • Responsible for growth and management of over 300 accounts
  • Heavily engaged with clients on weekends and outside of business hours
  • Deep familiarity with investment products within the bank channel
  • Serves as the asset allocation expert, investment strategist, and main point of contact for a select group of high net worth clients
Nov 2013 - May 2015

Senior Portfolio Manager

Florida Investment Advisors (A Bank Of Tampa Affiliate)
  • Chaired the firm’s Investment Committee
  • Promoted to special consultant to the Asset/Liability Committee of the Bank of Tampa
  • Doubled combined fixed income holdings to over $300 million over five years
  • Increased Bank income by designing and implementing an auction rate high-yield muni program for the Bank’s portfolio by correctly identifying fixed rate cap ARS that did not fail
  • Produced in-house credit research on municipals
  • Oversaw credit research and managed credit risk at the firm level and averted downgrades
Oct 2003 - Nov 2013

Assistant Vice President

The Bank Of Tampa
  • Managed the bank’s interest rate risk by utilizing the Farin Foresight model
  • Served on the bank’s Asset/Liabilities Committee
  • Drafted and updated the Bank’s Investment Policy (IPS) and AL Policy and ensured regulatory compliance
  • Provided balance sheet management with monthly reports to the Board of Directors
  • Performed scenario analysis and dynamic environment forecasting through income simulation and economic value of equity modeling
  • Identified ROE improvement opportunities of 5% annually by modeling swaps
May 2000 - Oct 2003

Wealth Advisor Intern

Merrill Lynch
  • Supported a $200 million practice with over $2 million in production
  • Reported directly to the top producer for the mid-Florida complex
  • Gained deep familiarity of plan rollovers and resulting asset allocation
Dec 1997 - May 2000

Financial Advisor Intern

Jwgenesis (A Subsidiary Of First Union, Later Acquired By Wachovia)
  • Mutual fund research: calculated mutual fund fees (12b-1), loads, and production rates
  • Created seminar materials
Aug 1997 - Dec 1997
Team & coworkers

Colleagues at Merrill Edge

Other employees you can reach at merrilledge.com. View company contacts for 2267 employees →

CW Christian Winston Christian Winston Colleague at Merrill Edge Jacksonville, Florida, United States, United States View → SM Sean Macphee Sean Macphee Colleague at Merrill Edge Chandler, Arizona, United States, United States View → BO Brendan O'Connor Brendan O'Connor Colleague at Merrill Edge Greater Chicago Area, United States View → AL Alyssa Lombardi Alyssa Lombardi Colleague at Merrill Edge Lincoln, Rhode Island, United States, United States View → GJ Gustavo Jaramillo Gustavo Jaramillo Colleague at Merrill Edge Greater Phoenix Area, United States View → CJ Cedric Jones Cedric Jones Colleague at Merrill Edge Springfield, Virginia, United States, United States View → CG Chris Goodwyn Chris Goodwyn Colleague at Merrill Edge Jacksonville, Florida, United States, United States View → DB Dan Busch Dan Busch Colleague at Merrill Edge Lincoln, Rhode Island, United States, United States View → DD Danielle Dittmer Danielle Dittmer Colleague at Merrill Edge Gilbert, Arizona, United States, United States View → SA Shayna Adams Shayna Adams Colleague at Merrill Edge Jacksonville Beach, Florida, United States, United States View →
3 education records

Andrey Niantchev, Cfa, Cfp® education

Master, Business Administration

University Of Tampa

Activities and Societies: Graduate Assistant 1998-2000

FAQ

Frequently asked questions about Andrey Niantchev, Cfa, Cfp®

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

What company does Andrey Niantchev, Cfa, Cfp® work for?

Andrey Niantchev, Cfa, Cfp® works for Merrill Edge.

What is Andrey Niantchev, Cfa, Cfp®'s role at Merrill Edge?

Andrey Niantchev, Cfa, Cfp® is listed as Vice President at Merrill Edge at Merrill Edge.

What is Andrey Niantchev, Cfa, Cfp®'s email address?

AeroLeads has found 1 work email signal at @merrilledge.com for Andrey Niantchev, Cfa, Cfp® at Merrill Edge.

Where is Andrey Niantchev, Cfa, Cfp® based?

Andrey Niantchev, Cfa, Cfp® is based in Tampa, Florida, United States while working with Merrill Edge.

What companies has Andrey Niantchev, Cfa, Cfp® worked for?

Andrey Niantchev, Cfa, Cfp® has worked for Merrill Edge, University Of Tampa, Bt Wealth Advisors, Florida Investment Advisors (A Bank Of Tampa Affiliate), and The Bank Of Tampa.

Who are Andrey Niantchev, Cfa, Cfp®'s colleagues at Merrill Edge?

Andrey Niantchev, Cfa, Cfp®'s colleagues at Merrill Edge include Christian Winston, Sean Macphee, Brendan O'Connor, Alyssa Lombardi, and Gustavo Jaramillo.

How can I contact Andrey Niantchev, Cfa, Cfp®?

You can use AeroLeads to view verified contact signals for Andrey Niantchev, Cfa, Cfp® at Merrill Edge, including work email, phone, and LinkedIn data when available.

What schools did Andrey Niantchev, Cfa, Cfp® attend?

Andrey Niantchev, Cfa, Cfp® holds Master, Business Administration from University Of Tampa.

What skills is Andrey Niantchev, Cfa, Cfp® known for?

Andrey Niantchev, Cfa, Cfp® is listed with skills including Cfa, Cfp, Alternative Investments, Portfolio Management, Valuation, Chartered Financial Analyst, Investments, and Equities.

Find 750M verified contacts

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