Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Alex's wealth management approach with clients centers on the tenets of trust and transparency. “I want clients to see me as a trusted advisor who invests in the success of their families. I understand the great responsibility that comes with managing a person’s wealth. It is something that I take very seriously.”
With the supportive tools and platforms available through Merrill, Alex takes the time to analyze a client’s entire financial picture. His focus is to develop personalized strategies that objectively address the goals of each client. “By discussing the things that matter most to families, I am able to understand what they are looking to achieve and figure out the best way to meet those objectives.” The most common types of goals that Alex uncovers when working with high-net worth clientele include: education funding, retirement planning, trust and estate planning services, philanthropy, and tax-minimization strategies.
Given the volatile nature of today’s markets, Alex’s disciplined investment process is designed to remove short-term guesswork and replace it with calculated, research-driven analytics. By utilizing world-class research, and tapping into a network of premiere specialists at Bank of America and Merrill, Alex is able to deliver optimal service that puts the client before all else.
Alex is also able to offer access to extensive lending capabilities, as well as home financing (NMLS#1584671) and lines of credit through Bank of America N.A.
Alex holds a Bachelor's Degree in Business Management from The University of Alabama, where he also was a student athlete. As a native South Floridian, Alex currently resides in Miami. When he isn't spending his free time with his family he enjoys cooking, travelling, various sports, and enjoying all that South Florida has to offer.
English, Italian & Spanish
University of Alabama System
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.
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.
Structured Credit Executive
Bank of America, N.A.
Insurance Associate 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.
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 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.