Andrea Orlando Skewis

Advisor at Merrill

Updated today
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Firm

Merrill

Location

Roseville, CA 95661

Credentials

Series 66

Industry experience

21 years

About

Andrea Orlando Skewis is a Wealth Management Advisor with The Carter Forward Skewis Group at Merrill Lynch Wealth Management. She began her career at Merrill Lynch Wealth Management in 2001 as an intern and has since held various roles including Registered Client Associate, Client Relationship Manager, and Administrative Manager. Andrea joined The Carter Forward Skewis Group as a Wealth Management Advisor in 2016 and earned the Certified Private Wealth Advisor® designation in 2019.

With over 23 years of experience at Merrill Lynch Wealth Management, including a decade in leadership roles, Andrea partners with clients to develop comprehensive financial strategies. Her expertise includes college education planning, family wealth management strategies, investment consulting for defined contribution plans, liquidity management, and personal retirement planning among other areas. She also holds professional designations as a Certified Plan Fiduciary Advisor (CPFA) and Personal Investment Advisor (PIA).

Andrea earned her Bachelor of Science degree in Business with a Finance emphasis from Chico State University. She grew up on a family farm north of Sacramento and enjoys reading with her children, tackling renovation projects with her husband, and spending time on the family farm in Yuba City.

Client services

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Family Business Liquidity event planning

Demographic focus

Women Professionals

Work history

Bank Of America, N.a.

2017 - Present (9 years)

Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED

2006 - Present (20 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Neil P

CFP®, CFA®

Roseville, CA

Olivehurst Advisors LLC

I am a fee-only, independent and fiduciary advisor providing wealth management services tailored for professionals building equity in their business, personal investments and employer stock. I started Olivehurst Advisors to be an aligned partner you can trust for personalized advice that supports your priorities, goals and values. I began my career as a corporate professional on Wall Street and later transitioned to running my own business while also starting a family. I learned to manage my finances on my own through planning and foresight – but also in hindsight by learning from mistakes. What I missed on my journey was having a financial advisor who was a partner to help me plan strategically. While I did have a few people to ask specific questions, often, I didn’t know the right questions to ask. This is why I started Olivehurst Advisors – to share what I’ve learned and be the partner I wish I had on my own journey. I've discovered the importance of my goals has grown over time. Yet, with increasing responsibilities, the demands on my time have grown just as much, if not more. Given many goals have a financial component, this prospect of decreasing time available to tackle increasingly valuable goals is a key reason why I believe there may not be a more impactful role that I can play than to help someone navigate their personal financial journey. So, I’m excited to partner with you to help you pursue your goals and feel more confident, secure and supported in your financial decisions.

Business ownership considerations Business Financial Management Wealth management Established Professionals

Scott D

CFP®, CPA

El Dorado Hills, CA

Thrive Financial Planning

Scott has had an interest in finance and investing ever since his first job delivering newspapers when he was eleven years old. He grew up in the home of a physician and scientist, studied finance and accounting and worked in Silicon Valley for a few years. After all these experiences, he has settled into the profession he always envisioned. He works with individuals and families in the medical, scientific and technology fields to understand their financial goals and dreams and develop a uniquely tailored financial plan. He strives to remove the pain points in his clients' financial lives, increase their confidence about the future and reduce the costs associated with their financial decisions. He loves the opportunity to provide this service. Scott is married and has four children. He enjoys music, along with his wife and daughter, and can sometimes be found building LEGOs with his three sons. He has also lived and traveled various places in the world and loves learning about history and culture.

General retirement planning Wealth management Doctor or Medical Professional Scientific Professional Gen X (Born 1965-1980)

Heather C

CFP®

Cameron Park, CA

Folsom Wealth Advisors

My earliest memory of money is watching my mom sort through her large wallet of department store credit cards at the cash register to find the right one for payment. As a kid, it taught me that credit cards were normal and I didn't hesitate to get my first card as an adult. Our early experiences shape our relationship with money, making financial planning deeply personal. Everyone’s journey is unique, and I love learning about your life to create tailored advice that helps you live your best life. My personal journey includes: - Joining a fintech startup as the 4th employee, where I learned to pivot and adapt quickly. - Working with high-earning professionals, which taught me advanced tax-planning strategies. - Teaching financial education webinars, where I honed the ability to simplify complex concepts. We specialize in: - Working wealth accumulators with no minimum for asset management - Equity compensation planning (RSUs/ISOs or NSOs, ESPP) and IPO planning - Proactive tax planning - Working with single retired women Every day, I’m grateful to serve people.

Equity Recipients (RS/RSU, SOP, ESPP) General tax planning Gen X (Born 1965-1980) Single Women

Tony M

CFP®, CFA®

Sacramento, CA

Slalom Wealth Management, LLC

Navigating retirement is one of life's biggest transitions, which is why you shouldn't face it alone. I founded Slalom Wealth in 2018 to help people like you overcome the unknowns of retirement and achieve the clarity, confidence, and support you deserve. I wanted to apply my 20+ years of financial experience to build an independent, fee-only firm that puts relationships first and guides clients through the challenges of retirement. As your financial partner, nothing is off the table. I want to be your first call when you're facing a tough question or new opportunity. As a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Analyst® (CFA®), I have a deep commitment to the technical side of finances. But I also have a passion for helping you simplify the complex, answer the right questions, and understand your options so that you can fully enjoy retirement. I proudly live and work as a fiduciary financial advisor in Sacramento, California alongside my wife, Barbara. When I’m not working, you’ll probably find me: Riding my Peloton bike or boating on the Sacramento River Watching a Formula One race (I travel each year to watch one live!) Enjoying a bottle of my favorite wine, a Frank Family Chardonnay

General retirement planning Income planning Wealth management Baby Boomers (Born 1946-1964)

Eli Y

CFP®

Rocklin, CA

Fiduciary Financial Advisors

I am an independent 'Fee-Only' financial planner and advisor. I am a fiduciary focused on giving objective, holistic, and comprehensive financial advice. I also work with individuals helping to navigate whatever stage of life you are in, from building wealth all the way to preserving what you’ve already worked hard to build. My background is in finance and financial planning. After receiving my Bachelor of Science degree from Sacramento State's Financial Planning program, I continued to advance my financial planning and advisory experience and knowledge by obtaining various credentials, including the CERTIFIED FINANCIAL PLANNER® marks, also known as the CFP® marks. This noteworthy designation is generally considered to be the 'Gold Standard' in financial planning. With my prior firm, I was responsible for creating many of the most complex financial plans. Additionally, I was on the firm's Investment Committee, playing a role in the direction of the various portfolio allocations and recommendations that were used for clients. I also provide outsourced financial planning services for other advisors through Foundation Financial Planning. In doing this work, I continue to improve and hone my planning skills by gaining valuable insight into how financial plans are done with a firm that specializes in doing plans for all sorts of advisors. I currently reside in Tucson Arizona, with my wife and young growing family. In my free time, I enjoy spending time with my family, exploring the outdoors, BBQing, and tinkering with things around the house.

General retirement planning Doctor or Medical Professional HENRY (High Earners, Not Rich Yet) Baby Boomers (Born 1946-1964)

Gary K

CFP®, ChFC®, Series 66

Roseville, CA

Edward Jones

Divorce financial planning Business ownership considerations Business exit / sale strategy General estate planning guidance General retirement planning Founder/Business Owner
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