Alex brings thoughtful, empathetic guidance as an advisor with over 10 years' experience in banking, financial services, and financial advising/planning. He comes from a Wealth Management background with a passion and firm belief in providing honest and genuine advice. Alex has banking and customer service roots from his days at Bank of America/Merrill. Alex incorporates analytical and problem-solving skills in his planning with previous operations and analyst roles at State Street Corporation, Brown Brothers Harriman, and a FinTech startup.
Alex utilizes a client first approach providing holistic financial advice through value driven discussions emphasizing cash flow analysis and maximizing current/future tax efficiency via prudent investment selection in taxable and retirement assets. He works with clients to understand their risk tolerance, time horizon, and investment objectives to provide a clear path towards achieving their most important financials goals.
He focuses retirement planning for Individuals and families nearing and/or in retirement that work(ed) in the biotech, pharmaceutical and scientific fields. Additionally he has a passion in providing education and guidance for younger individuals/families focusing on college planning, tax efficient investment strategies (i.e.- concentrated stock positions, employee stock options and executive compensation benefits), and comprehensive goal’s based financial planning.
Alex holds the FINRA Series 7 and 66 registrations, MA Life, Accident, Health, and Sickness Insurance Licenses, and is also a Chartered Retirement Planning Counselor™ or CRPC™ and AWMA™ and Accredited Wealth Management Advisor™ designations.
He is an avid golfer, skier, hiker, and fisherman who enjoys the outdoors & traveling. He's a lifelong Patriot's fan who loves spending time with his wife Claudia, daughter Evelyn, and his family & friends in Massachusetts, Maine & across New England.
Everyone seeking guidance deserves to be helped no matter where you started from or where you are now. We are all creatures of habit where changes disrupt how we've always done things. I made it my life's goal to help individuals, families, and businesses that are strapped for time who are deserving of honest, insightful, and unsolicited advice.Growing up I was lucky enough to have a roof over my head, a loving family, and my health, however, I witnessed countless uninformed and misguided financial decisions with friends and family. I realized that people are going to make their own decisions at the end of the day, but wouldn't it be worth it to feel informed and educated before that decision is final?Our past does not define us, but our willingness to accept positive and impactful change does. Let's work together to plan for the brighter future you deserve.
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.
