Beginning in 1980, Ed’s wealth management career has afforded him the opportunity to work with many of the industry’s leading investment firms and serve generations of client families. In 2013, Ed was named one of Barron's “Top 1,000 Financial Advisors: State by State.” (*Published on February 18, 2013. Rankings based on data as of September 30, 2012.) He was also named to The Financial Times’ list of “America’s Top 400 Financial Advisors” in 2013, 2015 and 2016. (*Published annually Mar – April. Rankings based on data as of June 30 of prior year.) In 2018 and 2019, Ed was named in Forbes Magazine's as a "Best-in-State Wealth Advisors" list. (*Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Ed is proud of the strong and enduring relationships he continues to enjoy with clients he’s known for decades. On their behalf, he has long constructed tailored, risk-managed portfolios – typically selecting individual securities and managers whose size and style align with each client’s specific goals, risk tolerance, time horizon, and need for liquidity.

After making their home in Wellesley for 28 years, Ed and his wife, Sandy, now reside in downtown Boston. Their son, Alex, is also Ed’s colleague. Away from the office, Ed enjoys time spent with family and friends, playing golf, and supporting worthy causes. Ed is a graduate of Boston College’s Carroll School of Management.

*Source: The Barron’s “Top 1,000 Financial Advisors: State-by-State” list, published on February 18, 2013. Rankings based on data as of September 30, 2012.
Advisors considered for the “America’s Top 1,000 Financial Advisors: State-by-State” ranking have a minimum of seven years of financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron’s does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.

*Source: Financial Times “400 Top Financial Advisers” list, published annually Mar - April. Rankings based on data as of June 30 of prior year.
The Financial Times “400 Top Financial Advisers” (FT 400) list is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. The FT 400 is based on data gathered from advisers, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each adviser’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this adviser’s future performance. Neither the brokerages nor the advisers pay a fee to the Financial Times in exchange for inclusion in the FT 400. Rankings and recognition from the Financial Times are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the adviser. All rights reserved.

*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.
Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Alex grew up in the wealth management business and learned the importance of proper financial planning and investing at a very early age. Fast forward three decades and today, Alex feels privileged to bring clients both new opportunities and a thoughtful wealth management approach – continuing a family legacy of strategies designed to create asset longevity through highly personalized investment portfolios.

Alex and his team exclusively guide ultra high net worth individuals and families, more specifically businesses owners, through the sale of that private business, and ultimately in simplifying the complexity of their financial lives, managing risk, and generating the desired cash flow for retirement.

Alex began his career as an advisor at Northwestern Mutual. After moving to Morgan Stanley’s institutional equity desk, he transitioned to its wealth management training program in 2011 - and earning the title of Senior Vice President in only his fourth year at the firm. In 2014, Alex joined his father. Since arriving at Merrill Lynch Wealth Management with the team from Morgan Stanley in 2016, Alex has continued to assist a limited number of ultra high-net-worth families, and has been featured in Boston Magazine, named by Forbes / SHOOK as "America's Top Next-Gen Wealth Advisor" in 2017-2021 (*Published annually July – Sept. Rankings based on data as of March 31 of current year), Forbes "Best-in-State Next Generation Wealth Advisors" in 2019 and 2022 (*Published annually Aug - Sept. Rankings based on data as of March 31 of current year), and Forbes "Best-in-State Wealth Advisor" in 2023 (*Published on April 4, 2023. Rankings based on data as of June 30, 2022.)  

Generous with his time and resources, Alex raises funds for – and donates to – Dana Farber, St. Jude’s Children’s Hospital, and Wounded Warriors. Alex’s interests range from weight training, to shooting, to golf at Charles River Country Club in Newton and Oyster Harbors on Cape Cod. Alex graduated from the University of Miami with a BBA and a double major in Finance and Accounting.
His wife, Rachel Fox, was a lacrosse star at Northwestern, winning the national championship 3 out of her 4 years. She also still holds the record at Andover High School for the 100 meter sprint.
Alex and Rachel also share a deep love of animals and are active donors to the ASPCA, MSPCA, and Humane Society. They live with their 3 year old daughter, Brooklyn, and 8 year old dog, Jack, in the Boston seaport on Seaport Blvd

*Source: The Forbes “Top Next-Generation Wealth Advisors” list, published annually July - Sept. Rankings based on data as of March 31of current year.
Data provided by SHOOK® Research, LLC. Forbes “Top Next Generation Wealth Advisors” ranking. SHOOK considered advisors born in 1983 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC

*Source: The Forbes “Best-in-State Next-Generation Wealth Advisors” list, published annually Aug - Sept. Rankings based on data as of March 31 of current year.
Data provided by SHOOK® Research, LLC. Forbes “Best-in-State Next Generation Wealth Advisors” ranking. SHOOK considered advisors born in 1983 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

*Source: 2023 Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect any client experience, endorse any advisor , indicate future performance and are available for client evaluation only. Compensation was not received from any Advisors for the study. Details available at www.SHOOKresearch.com. 

As a dedicated Financial Advisor with Merrill Lynch Wealth Management, Brian and his team guide families, individuals, and businesses in simplifying the complexity of their financial lives. Through BofA Global Research clients have access to world-class research, market analysis and risk management strategies.

Brian’s strategic investment guidance is focused on the following areas:
Disciplined Asset Allocation
Retirement Planning
Open Architecture Investment Management
Stock Option Analysis and Concentrated Stock Management
Insurance Needs
Long-Term Care
Customized Lending
Trust and Estate Planning Services


Brian is a native of Massachusetts and grew up on the South Shore. He has been in the financial services industry since 2007. Prior to joining Merrill Lynch Wealth Management in 2012 he worked at State Street Global Advisors as a financial analyst. In his free time, he enjoys weight lifting, snowboarding, and running.

Brian holds the CERTIFIED FINANCIAL PLANNER™ certification. He is a graduate of the University of New Hampshire with a bachelor's degree in Finance. Brian holds his FINRA Series 7 and Series 66 registrations, as well as his Life, Health, and Annuity Insurance Licenses.

*Asset allocation does not ensure a profit or protect against loss in a declining market.

*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.