Alex is a Wealth Management Advisor with the Global Corporate and Institutional Advisory Services team at Merrill Lynch Wealth Management. A CERTIFIED FINANCIAL PLANNER® professional, Alex holds the Chartered Retirement Planning Counselor™ CRPC™ designation, as well as the Series 7 and 66 FINRA registrations. She earned her Bachelor’s degree in Finance with a minor in Psychology from The Ohio State University.
Originally from Cincinnati, Ohio, Alex has been living in Atlanta and working with the team since 2011. A mom of two, Alex enjoys spending time with her family, playing basketball, traveling, listening to music, and staying active in her free time.
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.
