Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Direct booking
Book time directly with this advisor, no back-and-forth required
Top 16 financial advisors of 16 near 03860
Out of 400,000+ nationwide
Andrew O
Series 63, Series 65
Glen, NH
Merrill
Andrew Orsini is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has 35 years of experience in the financial services industry, focusing on serving families and business owners across various wealth and life stages. Andrew is a qualified Portfolio Manager who provides traditional financial advice as well as personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment approaches. Andrew earned a bachelor's degree in Finance and Accounting from the University of Dayton in 1982 and holds the designation of Personal Investment Advisor (PIA). He leads a team dedicated to clients in the New England region and emphasizes putting client interests first, following the philosophy of Merrill Lynch's founder, Charles E. Merrill. Beyond his professional role, Andrew is actively involved in his community. He participates in several organizations, including the Mount Washington Valley Chamber of Commerce, Mount Washington Valley Economic Council, Conway Area Humane Society, Technology Village Realty Management, The Memorial Hospital, and Mount Washington Valley Healthcare. His commitment to community service and volunteer work reflects his dedication to the region and its residents.
Shawn Christine A
ChFC®, Series 63, Series 66
Conway, NH
Edward Jones
Janice A
Series 65
Center Conway, NH
Rockworth Investment Services LLC
Deborah D
CFP®, Series 63, Series 65
Bartlett, NH
Saco River Financial Planning
Craig D
CFP®, Series 63
Bartlett, NH
Craig Duvarney, Cfp
Genevieve R
CFP®, Series 63, Series 65
North Conway, NH
Citizens Securities, Inc.
Lawrence N
Series 63, Series 65
North Conway, NH
Empower Advisory Group
Christopher B
Series 63, Series 66
Lovell, ME
Kayne Anderson Rudnick Investment Management, Llc
Kathleen S
Series 63, Series 65
Manchester, NH
Northeast Planning Associates, Inc.
Brent H
CFP®, Series 63, Series 65
Albany, NH
Fidelity
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Top 16 financial advisors of 16 near 03860
Out of 400,000+ nationwide