Alex focuses on providing comprehensive, goals-based wealth management and investment advice to high-net-worth individuals and their families. Her primary focus is to build and maintain trusted client relationships by proactively managing her clients’ needs, identifying solutions, and providing access to firm resources. In addition to her role as a Financial Advisor, Alex is a member of The Somers Group’s Investment Committee.
Alex returned to Merrill and joined The Somers Group in 2023. Prior to her return, she worked at Oppenheimer as a Private Wealth Advisor and at TIAA CREFF as a Wealth Management Advisor. Alex started her career in the financial industry at Merrill in 2010 as a Financial Advisor.
Alex obtained her bachelor’s degree in Business Administration and Management from Virginia Tech and her M.B.A. from Old Dominion University. She is a CERTIFIED FINANCIAL PLANNER® professional and she earned the Chartered Retirement Planning Counselor™ designation.
Alex serves on the board of directors for Billy the Kidden Rescue and enjoys swimming, animals, and cooking. She resides in Virginia Beach, VA, with her son and daughter.
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.
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.
