Alex Levine is a dedicated Financial Advisor with Merrill, bringing years of experience in helping individuals and families achieve their financial goals. Alex has been a member of Merrill’s Global Corporate & Institutional Advisory Services team since joining the firm in 2013. With a personalized approach to wealth management, Alex focuses on crafting tailored portfolio strategies, retirement planning, and risk management strategies. Some of the services provided include asset allocation guidance, tax minimization strategies, cash-flow management, retirement income strategies, estate planning services, and more. Alex’s commitment to building long-term client relationships is founded on trust, transparency, and a deep understanding of each client’s unique financial needs. Offering access to the global investing capabilities of Merrill and banking solutions from Bank of America, Alex provides clients with innovative tools and strategies to help navigate the ever-changing financial landscape. Alex grew up in Fairfield, Connecticut, and received a bachelor’s degree from Towson University outside of Baltimore, Maryland. In additional to being a FINRA registered Financial Advisor, he also holds the Chartered Retirement Planning Counselor™ designation. Alex continually enhances his investment acumen through professional certifications and ongoing education. Outside of work, Alex enjoys traveling, cooking, reading, and watching the New York Mets. Most importantly, he enjoys spending time with his wife Britney, their 2 children, Brynn and Heshy, and their Cockapoo, Dean Levine. He also devotes time and energy to charitable organizations, including the St. Jude Children’s Hospital and Habitat for Humanity. Whether you’re just starting your financial journey or looking to optimize your portfolio, Alex is here to guide you every step of the way.