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Building comprehensive wealth strategies for high net-worth families who demand expertise, clarity, and results.
Alex Bluestein
Financial Advisor
401 East Las Olas Blvd
Fort Lauderdale FL 33301
(954) 537.3839
(954) 537.3839
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Building comprehensive wealth strategies for high net-worth families who demand expertise, clarity, and results.
Profile
Wealth isn't just about returns- it;s about strategy. The families I work with didn't build their wealth by chasing performance; they built it through discipline, focus, and integrated planning. My job is to translate that same rigor into their financial structure and long term wealth preservation.
About Me
Capabilities
- Tailored financial planning for UHNW individuals and families.
- Estate and succession strategy.
- Tax-efficient portfolio and investment management.
- Concentrated stock and business valuation strategies.
- Multi-generational wealth transfer.
- Risk management optimization.
About Merrill
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.
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Alex Bluestein is registered to do business in AL, CT, FL, GA, MA, NJ, NY, PA, TX.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.