Archie LeGrone
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, I built my career as an insurance claims professional. With more than a decade of experience in adjusting and claims management, I developed a deep understanding of the financial complexities and time constraints faced by working families that are so often caring for their children, themselves and older parents that can need assistance with healthcare concerns and aging.
Because of this background, I often work with individuals navigating variable income, demanding schedules, and the challenge of making thoughtful financial decisions with limited time. My goal is to simplify that process and help you focus on what matters most while building a strategy aligned with your long-term goals.
By leveraging the investment insights of Merrill and the banking capabilities of Bank of America, I deliver tailored strategies designed to meet the specific needs of my clients, including:
* Retirement planning strategies for 1099 and variable income earners
* Securities-Based Lending to provide liquidity without disrupting long-term strategies
* Customized mortgage solutions through Bank of America
* 401(k) analysis, retirement income planning, and distribution strategies
Whether you are growing your career, building a family, planning for retirement, or preparing to transfer wealth, the focus remains the same: aligning your financial strategy with your priorities and values.
My approach is grounded in building long-term relationships based on trust, communication, and adaptability as life evolves.
I am also deeply committed to my faith and community. I currently serve as a Trustee of the Sick and Retired Priests Trust for the Archdiocese of Mobile and am an active member of St. Mary Parish. In addition, I am involved with the Knights of Columbus and support organizations such as Catholic Social Services and St. Vincent de Paul. I am married to Stephanie who teaches Chemistry at McGill-Toolen Catholic High School. We have one son and are parishioners at St. Mary Parish in Mobile Giving back is an important part of both my personal life and my professional philosophy.
At Merrill, we believe wealth management is about more than markets and returns—it’s about helping you live the life you envision with confidence and clarity.
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.
