ALEX LU - SENIOR FINANCIAL ADVISORAlex is a Senior Financial Advisor with Merrill Lynch Wealth Management since 2015. Alex works on a team with a combined 65 years of experience in the industry. Alex has dedicated himself to thoroughly understand the priorities of high-net-worth individuals and families, providing them with customized financial strategies. Alex attended the University of Michigan - Ann Arbor where he earned his degree in Economics. He is on the board of the University of Michigan alumni association in Phoenix. Alex holds FINRA Registrations 7 and 66. Alex is fluent in Mandarin Chinese. Alex provides access to the investment insights of Merrill and banking convenience of Bank of America to help address the various aspects of clients' financial lives. He works with clients to help identify their primary goals and needs - including asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services. Alex works together with Steve Gillan, Senior Vice President, Wealth Management Advisor and Whitney Fry, Registered Wealth Management Client Associate on the team.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.
As your Merrill advisor, I offer advice and guidance based on your goals and priorities -- for yourself and your family. Our approach to financial planning places you -- not the market -- at the center of our focus. I can help you understand the pros and cons of every potential decision, and help you maintain discipline so you can pursue your most important goals. As your needs or market conditions change, I will continue to collaborate with you and help you organize your financial life so that we can agree upon adjustments to your plan, as needed.
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.
