Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
ALEX LU - FINANCIAL ADVISOR
Alex is a Financial Advisor with Merrill Lynch 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 Lynch 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 Lynch 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 Lynch, trust and fiduciary services from U.S. Trust, 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.
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 give you peace of mind* that you're on track to help 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.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*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. 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.
I believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, identify strategies that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management strategy for the future.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, 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.