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.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
