Alex is a young industry veteran who started his career at Merrill Lynch in 2006 as a high school intern. Upon graduating from college, he entered Merrill’s Financial Advisor training program where he studied under two seasoned mentors who were seeking a next-gen advisor to take over their practice. Alex was able to seamlessly fold both of their businesses into his own.
Drawing on his experience, Alex specializes in financial management and retirement planning for families and high-income individuals, plus wealth transfer for multi-generational families and succession planning for financial advisors. He serves clients who want to build a long-term relationship.
With a bachelor’s degree in business administration from The College of William & Mary and an MBA from Columbia University, Alex is also a Certified Plan Fiduciary Advisor (CPFA®) and a CFA® charterholder who holds Series 7 and 66 registrations through LPL Financial, plus life and health insurance licenses.
Alex and his wife Sharon live in Ridgewood, NJ with their infant son Henry and their cavapoo, Marco. When he’s not helping clients live their best lives, he’s living his own by enjoying time with his family and hoping the Jets or Orioles will win a championship again one day.
Education & Qualifications
EDUCATION:
The College of William & Mary
Columbia University
LICENSE(S):
Series 7 and 66
