Henry Alston

Financial Advisor
8015 West Kenton Circle
Suite 200
Huntersville NC 28078
(704) 987.4120
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My team and I partner with successful individuals, families and businesses as their personal financial concierge , by helping to eliminate their financial blind spots and helping to ensure their foundation and structure is as sound as possible. Our practice focuses on tailored financial planning, customized investment strategies, tax optimization strategies, estate planning implementation, legacy planning, business succession planning, philanthropy, banking and credit services from Bank of America. This allows our clients to focus on what's important to them or their core competency.
Profile

My name is Henry Alston, and I’m a Merrill Financial Solutions Advisor, I’ll start by taking the time to get to know you and understand what’s important to you so I can help you develop strategies to pursue your short-, mid-, and long-term goals. I’ll serve as your resource for everything from general investing to retirement planning to saving for the unexpected. I can also provide access to Bank of America specialists for banking, credit, home financing and small business solutions. Together we’ll discuss your goals, concerns and questions, and I can provide ongoing advice and guidance as your needs change.

About Me
Philosophy

Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.

About Merrill

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.

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Henry Alston is registered to do business in FL, GA, KY, MA, ME, NC, NY, PA, SC, TN, TX, VA.