Get To Know Alex Frank

Alex Frank believes financial planning is about much more than money. While financial stability creates opportunity and peace of mind, he views wealth as a tool that helps people spend more time with the people, causes, and experiences that matter most.

Originally from Northern Virginia, Alex graduated from Virginia Tech in 2014 and began his career with Merrill the same year. Over the course of his career, he has served in a variety of roles, working directly with clients in branch offices as well as supporting advisors in a home office capacity. In a previous role, he traveled extensively throughout the United States, partnering with advisors across the country and gaining a unique perspective on the diverse communities, families, and businesses that make America special.

Those experiences reinforced a belief that guides his work today: people may come from different backgrounds and pursue different goals, but they all want to create meaningful lives for themselves and those they care about.

A defining moment in Alex's life came in 2020 when he lost his father to cancer. Experiencing such a profound loss at a young age gave him a different perspective on time, purpose, and what truly matters. It deepened his understanding that life is finite and that every day presents an opportunity to make a positive impact on others.

Today, Alex's mission is to help people make the most of the life they have in front of them. Whether helping clients navigate significant financial decisions, plan for the future, or gain confidence during uncertain times, he strives to be a trusted resource and steady guide. He believes financial planning should support a life's purpose, not become the purpose itself.

Now based in Colorado, Alex enjoys exploring the mountains and communities that make the state unique. He is passionate about building meaningful relationships and helping clients align their financial lives with the values, people, and goals that matter most to them. Because at the end of the day, true wealth is not measured solely by what we accumulate, but by the lives we touch and the impact we leave behind.

Ready to build a financial strategy that supports the life you want to live? Contact Alex at 303-689-8025 to start the conversation.