Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Together with Patrick Houghton and his team, our mission is to help clients preserve and grow their capital over multiple generations. We accomplish this goal by building relationships that are based on trust and by providing sound professional advice, guidance, and impeccable service. We offer investment consulting services designed to help clients maximize their wealth. Our team of professionals will always act honestly and with integrity to help ensure that the interest of our clients always comes first. We want each client to be proud to recommend us to family and friends.
Aleksei is a graduate of Montana State University holding a degree in Chemical Engineering with a minor in Business Administration. Aleksei played football for the Bobcats and enjoys cheering them on. Aleksei is deeply committed to his clients, providing comprehensive goals based wealth management solutions based upon their risk tolerance, time horizon, liquidity needs and overall investment goals.
Montana State University
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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.
Associate Investment Advisory Specialist
Bank of America, N.A.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.