ALEXANDER RUIZ
| As a Merrill Financial Advisor, I take a holistic, goals‑based approach to wealth management by connecting all aspects of my clients’ financial lives. I work closely with individuals and families to help them prioritize and pursue the goals that matter most, whether that includes retirement planning, funding education, or putting strategies in place to help manage portfolio risk. Using Merrill’s goals‑based wealth management approach, I translate complex financial concepts into clear, actionable strategies designed to preserve and grow wealth over time. I understand that wealth brings both opportunity and complexity. By taking the time to truly know my clients, their values, priorities, and aspirations, I help them understand the range of potential strategies and solutions available to address their evolving needs. I believe financial success doesn’t happen by accident; it’s built through a disciplined process, an informed perspective on the markets, and a personalized strategy aligned with long‑term objectives. Beyond my professional work, I place a high value on family, friendships, and maintaining balance in life. I enjoy staying active, following sports, and spending quality time with the people closest to me. These personal interests shape the way I work with clients, emphasizing trust, consistency, and relationships built for the long term. My goal is to be a trusted partner, helping clients gain clarity, and confidence as they work toward the future they envision. |
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My mission begins with truly understanding you and what matters most in your life. By asking thoughtful questions and listening carefully, I gain a clear picture of where your wealth stands today and where you want it to be in the future. From there, I help design and implement a personalized financial plan focused on supporting your family's goals while thoughtfully managing investment risk. My approach centers on identifying practical solutions that can help turn your goals into lasting 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.
