Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
ALEX LU - FINANCIAL ADVISOR
Alex is a Financial Advisor with Merrill Lynch Wealth Management since 2015. Alex works on a team with a combined 45 years of experience in the industry.
Alex has dedicated himself to thoroughly understand the priorities of high-net-worth individuals and families, providing them with customized investment strategies.
Alex attended the University of Michigan - Ann Arbor where he earned his degree in Economics. He is on the board of the University of Michigan alumni association in Phoenix.
Alex holds FINRA Registrations 7 and 66. Alex is fluent in Mandarin Chinese.
Alex provides access to the investment insights of Merrill and banking convenience of Bank of America to help address the various aspects of clients' financial lives. He works with clients to help identify their primary goals and needs - including asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services.
Alex works together with Steve Gillan, Senior Vice President, Wealth Management Advisor and Susan Lizarraga, Registered Senior Client Associate on the team.
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.
Chinese & English
University of Michigan System
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We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
I believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, work with you to identify potential solutions that address your needs, and clearly communicate them to you. I want to work with you to develop your wealth management approach for the future.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.