Carlos Aleman
Since joining Merrill in March 2022, I’ve been dedicated to helping clients navigate the complexities of wealth management and retirement planning with confidence and clarity. My background began in the technology sector at Dell Technologies, where I worked closely with diverse professionals—from system architects and data center administrators to directors, executives, and the c-suite. These experiences taught me the importance of listening, understanding unique priorities, and crafting tailored, and forward-thinking solutions.
Today, I work with families, Big Tech professionals, and small business owners, guiding them through every stage of their financial journey—from wealth accumulation, proper asset allocation, and growth, to retirement and legacy planning. My areas of focus span retirement planning, wealth and risk management, estate strategies, tax-efficient investing, alternative investments, custom and securities-based lending, and business succession planning.
I believe financial planning is deeply personal. It’s not just about numbers—it’s about people, their goals, and their vision for the future. Ultimately, my mission is to provide transparent, candid guidance and personalized strategies that align with each client’s lifestyle and aspirations, so that you can fully enjoy life the way you want to.
I'm proud to call Houston home. Growing up just outside the 610 loop, I attended Bellaire High School before heading to Texas A&M University, where I earned my degree in Political Science. After graduation, I moved to Austin and began my career in the tech industry, eventually joining Dell Technologies in Round Rock. Dell was a defining chapter for me — not only did I meet my wife there, but I also developed the communication skills and client-first mindset that continue to guide me today.
While I enjoyed technology, I realized something important: my true passion was helping people plan for their future and feel confident about their financial decisions. That insight led me to make a bold move—leave a successful tech career and pivot into finance. I returned to Houston and joined Merrill, starting as a Registered Wealth Management Client Associate for a senior advisory team. From there, I advanced to the Advisor Development Program, serving as a Merrill Financial Solutions Advisor before stepping into my current role as a Financial Advisor.
Today, I live in Katy with my wife Lauren, our two kids Tanner and Audrey, and our dog Ellie. Outside of work, I enjoy sketching, reading, gaming, and cheering on the Houston Rockets. I also love spending time outdoors with my family, whether it's at local parks, playing sports, or supporting our kids at school events.
Every step of my journey has shaped how I serve my clients. I understand what it means to make big decisions, navigate change, and plan for the future, all while juggling familial and personal priorities. My goal is to bring clarity, confidence, and consistency to every client relationship—helping you feel informed, prepared, and empowered.
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.
