Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Alex joined Merrill Lynch in 2016. His 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 Lynch, 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 analysts at Bank of America and Merrill Lynch, Alex is able to deliver optimal service that puts the client before all else.
Alex is also able to offer 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 Fort Lauderdale. 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
University of Alabama System
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Supported by the global resources of Merrill Lynch, 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 Financial Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer, NMLS #1392632
Structured Credit Executive
Associate Insurance Specialist
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.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
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.