Andy Roberts joins Merchants Investment Services as Financial Advisor
Rochester, Minn. – Andy Roberts has joined Merchants Investment Services as a Financial Advisor, according to Dan Nistler, Market President for Merchants in Rochester.
“We’re excited to have an investment professional like Andy join the Merchants Investment team in Rochester,” said Nistler. “I know our clients will value his experience and dedication to finding investment solutions that align with their goals.”
Roberts focuses on a client-first approach and can help with 401(k) rollovers, college planning, tax savings investments, income strategies during retirement and more. He has 10 years of experience in the financial industry and was previously a Financial Advisor for Edward Jones and a Financial Analyst for IBM.
“Investing can be a complicated subject, but my goal is to make it as easy as possible for my clients. It’s about learning what’s important to you, whether you’re 22 or 62, and then helping you understand the investment options that make sense for your situation,” explains Roberts.
A Rochester native, Roberts is a graduate of Mayo High School and Saint Mary’s University in Winona, MN and played hockey for both schools. He is a member of the Rochester Chamber of Commerce and enjoys golfing and being on the water. He resides in Rochester with his wife, Madison, and their two children, Evelyn and Isaac.
Roberts has the Series 7 (Registered Representative) FINRA license and the Series 66 (Investment Advisor Representative) NASAA license in addition to his Minnesota insurance licenses. He will be officed out of the Merchants Bank location at 1600 Greenview Dr. SW in Rochester.
Merchants Investment Services helps individuals and businesses reach financial goals through financial planning, investment management, 401(k)s, 529 plans, insurance offerings, tax planning and more. Our Financial Advisors provide local investment expertise with access to global resources and meet with clients at locations throughout the Merchants Bank footprint. Learn more at www.merchantsbank.com/investment.