Alexander Cucchi

Some of the most important conversations I have with clients rarely begin with numbers - they begin with questions.

"If something happened to me tomorrow, would my family actually be okay?""
"My company stock keeps growing - should I sell it or let it grow?"
"I've worked so hard to build this - how do I make sure I don't mess it up?"
"How do we plan for a child who may need lifelong support?"

Questions like these are deeply personal - and they deserve thoughtful guidance.

Since beginning my journey at Merrill, I've built my practice on trust - where conversations go beyond markets and focus on the real decisions shaping my clients' lives. I often describe my role as a "personal CFO," but I also see myself as a steward of what families have worked so hard to build. I do not take the responsibility of guiding a family's finances lightly - it is an incredible privilege. My commitment is to provide thoughtful investment and life guidance while earning long-term relationships that often span decades, and in many cases, multiple generations.

Outside of the office, you'll find me spending quality time with my wife Giana, my daughter Gemma, and our dog Lily - walking the community trails of Arlington, exploring our favorite Boston neighborhoods, enjoying Sunday dinners with our big Italian family, and even training for marathons.

Running the Boston Marathon has deeply influenced how I approach both life and advising. If I am being honest, I don't particularly enjoy running, but I care deeply about the cause behind it. I run in honor of my younger brother, Thomas, and for families navigating autism who need resources and support. Marathon training has reinforced something I believe in both life and advising - meaningful goals require discipline, resilience, and a willingness to do hard things for the people you care about. In 2025, I ran my third Boston Marathon for the Doug Flutie Jr. Foundation for Autism, raising over $110,000 and becoming the largest fundraiser in the foundation's history. Supporting this community is not just something I do - it's part of who I am.

At the end of the day, my goal is simple: to help my clients feel confident enough to step back and enjoy the life they have worked so hard to create, and invest their time and energy in the people and the causes that matter most to them.