Frank Alexander’s purpose is to place the investor at the center of the wealth management process-while maintaining a market focus. This allows him to help clients through difficult financial transitions and decisions that occur in their lives while also keeping their goals on track.
Frank starts by getting to know you, your family and financial situation, your risk tolerance, time horizon, liquidity needs, goals, priorities and unique financial concerns. From there, he will help you design a customized investment approach, drawing upon the investment insights of Merrill and access to the banking convenience of Bank of America.As the inevitable changes in life occur or market conditions change, he will meet to track and adjust your approach, as needed.When not working with clients, Frank and his fiancé enjoy spending time with family, playing with their dog, Nala, and attending DC sporting events.*Accredited Portfolio Management Advisor™, APMA™, and the APMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States. *Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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.
