Jackson Alexander
,
First Vice President, Senior Financial Advisor
1 Cowboys Way
Frisco, TX 75034
469.294.7087
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We are a team of professionals who offer a broad spectrum of financial services, wealth management advice, and guidance to our clients. Our mission is to be a steady and insightful resource, helping our clients grow, preserve, and organize their wealth.
Profile

Jackson grew up in Richardson, and graduated from Abilene Christian University Mabee School of Business with a B.B.A in Business Management. He believes the most important asset as an advisor is the ability to listen. Jackson, his wife Elizabeth, and 3 children, Jack, James, and Grace live in Fairview Texas and are active members at the Church of Christ on McDermott Road in Plano. In addition to running his teams practice, he volunteers his time to mentor trainee advisors to help them develop as they start their careers. Jackson's primary focus outside the office is spending quality time with his family. Enjoying the great outdoors, camping, hiking, and exploring the National Parks are among his favorites. He also loves spending time at his family's ranch in Cross Plains, Texas. Organizations important to Jackson and his family include Arms of Hope, Christian Works for Children, Eastern European Missions, and Hope for Haiti's Children.

WE EXCEL AT WORKING WITH:

Retirees – 1-24 months from retirement or considering retiring is the most impactful time to engage • Entrepreneurs & Business Owners – considering selling the business within 36 months, our team can add significant value to the outcome through pre transaction planning • Newly Inherited Wealth – Baby Boomers, GenX, GenY, Millennials • Corporate Executives – C level executives • Medical Professionals – High Performing Doctors & Surgeons • Women – Divorced, Widowed, Suddenly Single ♦ Busy People – Our team serves clients across the country. We’re happy to provide the convenient option of live web meetings and remote client engagement. Whether on the other side of the country or just want to avoid the Dallas traffic, anything that adds time back to our clients’ lives is valuable. 

CLIENT BENEFITS:Relieves clients of the time burdens associated with organizing and managing their wealth

• Guidance in fully developing financial goals that are measurable and tracked

• Helps to ensure entire portfolio is working in harmony across all areas of your financial life

Clarity, by showing you exactly where you stand on the path to financial independence, or a work-optional lifestyle _________________________________________________________________________

Jackson has been a financial advisor since graduating from Abilene Christian University in 2003. He focuses on wealth management by developing customized strategies for clients to help meet both their short, and long term objectives. He has achieved the Chartered Retirement Planning CounselorTM designation. Also, Jackson is a specially qualified Senior Portfolio Advisor who, in addition to providing traditional advice and guidance, can draw from his experience to help clients pursue their objectives by building and managing custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Senior Portfolio Advisor may manage those strategies on a discretionary basis. I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

About Me
Welcome

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.

Meet Our Professional Staff
Jason Wills
Assistant Vice President, Registered Wealth Management Client Associate
940.297.6943
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Kenneth Finke
Investment Solutions Group Portfolio Strategist
Jocelyn T Smith
Retirement Specialist
Timothy J Bennett
Division Structured Credit Executive
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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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.
Jackson Alexander is registered to do business in AR, CA, CO, GA, KS, MI, NC, NM, SC, TX, VA.