Alan Friedman draws from his 30+ years of financial service experience to educate his clients to help them make informed and carefully considered decisions about their future. As a Merrill Lynch Financial Advisor, and a CERTIFIED FINANCIAL PLANNER™ professional, Alan works to thoroughly understand financial priorities. He then creates customized investment management strategies designed to help achieve financial and life goals. Alan prides himself on following a disciplined wealth management process built on time-tested investment principles while allowing the flexibility to adapt to a rapidly changing economic climate. His service-focused approach enables clients to concentrate on their priorities at each stage of their lives.
My mission is to understand you and your priorities. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you'd like it to be tomorrow. I help you design, implement and periodically review a customized wealth management strategy that helps you and your family pursue your personal financial goals while managing investment risk. My wealth management approach is about using wealth to help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
