Andrea Orlando Skewis
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
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.
Bank Of America, N.a.
2017 - Present (9 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2006 - Present (20 years)
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