Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
A.J. LeGrone CFP®, CPWA®
Wealth Management Advisor
A.J. is a Wealth Management Advisor and CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Mr. LeGrone also holds the Certified Private Wealth Advisor® certification, administered by the Investments & Wealth Institute™ (The Institute) and taught in conjunction with The University of Chicago Booth School of Business.
Prior to joining Merrill Lynch in 2011, A.J. had been in the insurance services industry since 2000. Planning a client’s current and future financial path begins with diligently listening to all concerns facing the client. With this in mind, A.J. focuses on the individual needs and desires of clients and their families.
A continual, personal client relationship helps to ensure your financial strategy can be adjusted quickly to compensate for changing markets and needs. A.J.’s approach to wealth management is to identify the current needs of clients and together, forecast future concerns. No two clients are alike; hence, no two wealth management plans or investment strategies should be the same either. By customizing asset allocation models and utilizing individual portfolio managers when needed, a truly holistic approach to financial management may be achieved.
A graduate of the University of South Alabama in 1999 with a B.S. in Finance, A.J. is married to Stephanie who works for the Mobile County Public School System. The LeGrones have one son and are parishioners at St. Mary’s in Mobile, AL. A.J. is the Vice President of Pi Kappa Phi Housing Corporation, Vice President of the Pi Kappa Phi Alumni Association and a member of The Knights of Columbus-St. Mary’s Council. They actively support St. Mary’s Children’s Home, Catholic Social Services, Cystic Fibrosis Foundation and Big Brothers Big Sisters of South Alabama.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
University of South Alabama
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Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
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Wealth Management Lending Officer, NMLS #342875
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
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Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.