Justin Alexander, CAIA, joined Merrill Lynch Wealth Management as a Financial Advisor in 2018 and has spent over a decade working in the Financial Services industry
Past positions: Business Development, Institutional Sales, and Product Management
Previous employers: Pacer Financial, Terra Capital Partners (now Mavik Capital Management), Horizons ETFs (now Global X ETFs by Mirae Asset), and Alex Brown (a division of Raymond James)
During his time with Alex Brown, Justin led Business Development efforts for a High-Net Worth Advisory team that specializes in Liquidity Event Planning and Direct Investment Opportunities
Liquidity Events: IPOs, Equity and/or Options Grants, Settlements, Inheritances, Sale of Business Transactions
Justin’s clients at Merrill Lynch Wealth Management: Operators, Software Engineers, Technologists, Consultants, Investment Bankers, Portfolio Managers, Financial Services & Tech Insiders, Family Offices
If you are looking to enhance your Wealth Management coverage, feel free to contact Justin any time: justin_alexander@ml.com / (212) 236-1342
Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved
CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment AnalystSM Association
As a Merrill advisor, I offer advice and guidance based on you and your family's goals and priorities. We put you at the center of our focus -- not the markets -- so you can better understand the pros and cons of every decision you make. As your needs or market conditions change, I can work together with you to adjust your plan as needed.
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.
