GROWTH & IMPACT WEEK SPEAKER LINEUP
The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market, from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm.
Andrew Licon
I joined Merrill Wealth Management in 2022 after spending 15 years with a local regional bank as a Wealth Advisor for their brokerage and trust departments. My process begins by understanding where you are in your wealth journey, developing a wealth...
ABOUT ANDREW
I joined Merrill Wealth Management in 2022 after spending 15 years with a local regional bank as a Wealth Advisor for their brokerage and trust departments. My process begins by understanding where you are in your wealth journey, developing a wealth plan to serve as the foundation for decision making, and assist you in prioritizing your goals and objectives. To help you achieve your goals, I develop a customized plan that includes investment selection & management, estate & trust planning strategies, charitable giving strategies, risk management strategies, access to private banking services, and personal and commercial lending.
