Merrill Lynch Brings In Wealth Management Luminary To California Office

Tom Burroughes

31 March 2017

Merrill Lynch has appointed financial advisor Andrew Horowitz to its office in Century City, California, having previously worked at Morgan Stanley for a stint of five years.

With more than 20 years of industry experience, Horowitz focuses his practice on transition and succession planning for business owners and their families. He has worked with families throughout the US. He started his career in the financial services industry at a Beverly Hills municipal bond firm. He then spent 15 years as an independent advisor at The Estate Management Group, a firm he created to work with wealthy families. In 2011, he joined Morgan Stanley.

Among other accomplishments, Horowitz co-authored a book called The Next Step for Business Owners and has spoken at national and international trade shows and conferences.