A.J. LeGrone CFP®, CPWA®, CPFA® Senior Vice President Wealth Management Advisor
A.J. is a Wealth Management Advisor and CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Mr. LeGrone also holds the Certified Private Wealth Advisor® certification, administered by the Investments & Wealth Institute™ (The Institute) and taught in conjunction with The University of Chicago Booth School of Business.
Prior to joining Merrill Lynch Wealth Management in 2011, A.J. had been in the insurance claims service industry since 2000. Planning a client’s current and future financial path begins with diligently listening to all concerns facing the client. With this in mind, A.J. focuses on the individual needs and desires of clients and their families.
A continual, personal client relationship helps to ensure your financial strategy can be adjusted quickly to compensate for changing markets and needs. A.J.’s approach to wealth management is to identify the current needs of clients and together, forecast future concerns. No two clients are alike; hence, no two wealth management plans or strategies should be the same either. By customizing asset allocation models and utilizing individual portfolio managers when needed, a truly holistic approach to financial management may be achieved.
A graduate of the University of South Alabama in 1999 with a B.S. in Finance, A.J. is married to Stephanie who teaches Chemistry at McGill-Toolen Catholic High School. The LeGrones have one son and are parishioners at St. Mary Parish in Mobile. A.J. is the Vice President of Pi Kappa Phi Housing Corporation, Vice President of the Pi Kappa Phi Alumni Association and a member of The Knights of Columbus-St. Mary’s Council. The LeGrones actively support Catholic Social Services, St. Vincent de Paul, and The Archdiocese of Mobile. I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
