Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Over ten years of distinguished financial experience has given Ralph Alezi extensive knowledge to develop personalized strategies specifically tailored to help wealthy families and individuals pursue solid and sustainable investment results. Ralph focuses on providing accessible, individual service by establishing a close working relationship with every client, to develop diversified wealth management plans adaptable to varying situations. Drawing on broad experience and the global resources of Merrill Lynch Wealth Management, he is able to provide strong, individualized investment strategies focused on total wealth management needs in investment, estate and wealth transfer planning services.
He and the team have developed and refined a goals-based wealth management process that evolves over time, in-step with his client's lives. This disciplined, agenda-driven approach offers forward-looking advice and predictability to their financial lives throughout their careers and into retirement.
Ralph earned his B.S. in economics from the University Of Montpellier, France. He also earned his master degree in Market Finance and a master degree in Risk Management from the same University. Ralph joined Merrill in 2017.
He is actively involved with the Chamber of Commerce and the Rotary Club. In his spare time Ralph enjoys spending time with his family and working on his soccer skills.
He lives in Gales Ferry, CT with his family.
English, French & Spanish
University of Montpellier
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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.
Bank of America, N.A.
Senior Structured Credit Executive
Bank of America, N.A.
Retirement Plan Specialist
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.
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We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue 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 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.