Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
The investment insights of Merrill, along with access to the banking services and lending solutions of Bank of America, can offer a range of potential opportunities in today’s fast-moving economy. In this environment, we believe you should have a financial advisor who asks thoughtful questions, can call upon a global network of specialists and can offer thought leadership that can be instrumental in helping you pursue your financial goals.
Alex Braun is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works closely with entrepreneurs, real estate investors, senior executives, as well as other ultra-high-net-worth clients. Alex focuses on working with business owners in the pre-transaction phase in order to help them get the best result possible in a liquidity event. He is also instrumental in bringing Bank of America’s customized financing services and Merrill's tailored wealth strategies to real estate investors. Keenly interested in financial analysis, Alex helps clients develop long-term frameworks for wealth preservation and growth to give the client and their family financial confidence.
Alex began working in the industry as an intern at Morgan Stanley in 2011 and moved to Merrill in 2015.
Alex earned his B.A. in Psychology, Cum Laude from the University of San Francisco.
Alex was born and raised in Los Angeles, California. He is an avid foodie, enjoys traveling with his wife, and spending time with friends and family. He is a former Volunteer Leader for Family House, a non-profit organization that provides temporary housing to families of seriously ill children receiving treatment at the University of California San Francisco Benioff Children’s Hospital.
University of San Francisco
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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 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
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address 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 approach to address your needs and pursue your goals.
We put you first, every day.
We will work to help you stay on track, regardless of what the markets are doing.
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.