Alex joined Merrill in 2019 and became a partner with The RNF Group in 2024. Alex provides customized wealth strategy and integrated advice to individuals and families, helping them address their priorities and pursue their goals more efficiently. Alex has spent his career advising founders, corporate executives, and business owners, providing guidance around succession planning, wealth transfer, corporate financing, philanthropy, and investment management. Committed to client success, Alex is skilled in helping clients harness the opportunities and resources at their disposal.
Alex lives in Atlanta, GA with his wife Lauren. He is passionate about volunteering and supporting charities like St. Jude Children's hospital
As your Merrill advisor, I take the time to understand what's important to you so I can provide personalized investment strategies built around your priorities, risk tolerance, time horizon, liquidity needs and goals. Thoughtful advice and guidance is provided to help you achieve your goals, including those related to your preferred lifestyle and desire to secure a legacy that can last beyond your lifetime.
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.
