Alex utilizes over 15 years of experience to provide financial guidance and tailored advice to high-net-worth clients. 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. 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. 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.
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.
