Alex utilizes over 15 years of Private Banking experience to provide financial guidance and tailored advice to high-net-worth clients. He is honored to be a part of Merrill’s Private Wealth Management division a select group of 400 advisors within Merrill’s broader business of 13,000 financial advisors.
Alex works with a limited number of clients, mostly Business Owners and Entrepreneurs. This enables him to gain deep insight and perspective into each client’s specific wealth management needs. Part of this process often includes the Private Sales program, which consists of Bank of America’s middle-market advisory group and external partners. Through this channel, Alex helps deliver wide-ranging investment banking solutions to business owners such as a business sale, merger, acquisition, ESOPs or recapitalization services.
Previously, Alex was a Private Banker with J.P. Morgan in Atlanta. Prior to J.P. Morgan, he spent 5 years as an Investment Analyst with GenSpring Family Offices, which was the largest RIA in the country before being acquired by SunTrust Banks. Alex graduated with a B.A. in Economics (emphasis Finance) from Emory University in 2004, and an M.B.A. in Finance from the Robinson College of Business at Georgia State University in 2008.
An Atlanta native, Alex is involved in a number of civic and philanthropic activities. These include Co-Chair of the Emory Entrepreneur Network; Board member, Trust for Public Land (TPL); and Legacy Advisor to the Children’s Healthcare of Atlanta’s Foundation. Alex was formerly Board member, Intown Collaborative Ministries; Board member, Goodwill Industries Inaugural Gala Committee; and Trustee and Finance Chair at Morningside Presbyterian Church.
Alex lives in the Morningside area of Atlanta with his wife, daughter, and two sons.
Alex has built his practice around a commitment to service, integrity, discreetness, and accessibility. He uses a collaborative, consultative approach to understand each client's financial situation, which includes liquidity needs, time horizon, and risk tolerance. Alex's number one goal is to help clients achieve their short- and long-term goals in a consistent and safe manner.
As a client of Merrill Private Wealth Management, you have access to services and resources ordinarily reserved for the world's largest institutions. We work with individuals and families spanning multiple generations, as well as business owners and executives. Using a goals-based wealth management approach, we put our clients at the center of every personalized strategy.
Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth Advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help you grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.
