Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
At Merrill Private Wealth Management, we work with a select group of clients to help them navigate the complexities of wealth — and turn their plans into action.
Alex utilizes 15 years of Private Banking experience to provide financial guidance and tailored advice to high-net-worth clients. He is honored to be a part of Merrill’s Private Wealth Management division, an elite group of less than 450 advisors within Merrill’s broader wealth management business of over 14,000 financial advisors.
Alex works with a limited number of clients, many of whom are Business Owners and Entrepreneurs. This enables him to gain deep insight and perspective into each client’s specific wealth management needs. Part of this process often includes the Private Sales program, which consists of Bank of America’s middle-market advisory group, as well as external partners. Through this channel, Alex helps deliver a wide range of investment banking solutions to business owners, such as a full or partial business sale, merger, acquisition, ESOP or recapitalization services.
Alex partners with the Westmoreland Group, which manages $6 billion in assets for first and second generation business owners (as of 12/31/2019). The team is led by Rod Westmoreland and was recently ranked #3 Nationally (#1 in Georgia) by “Barron’s Top 50 Private Wealth Management Teams in 2020."*
Previously, Alex was a Private Banker with J.P. Morgan in Atlanta. Prior to J.P. Morgan, he spent 5 years as an Investment Analyst with GenSpring Family Offices, which was the largest RIA in the country before being acquired by SunTrust Banks.
Alex graduated with a B.A. in Economics (emphasis Finance) from Emory University in 2004, and an M.B.A. in Finance from the Robinson College of Business at Georgia State in 2008.
An Atlanta native, Alex is involved in a number of civic and philanthropic activities. He is currently co-Chair of the Emory Entrepreneur Network, an Emory alumni group that recognizes notable business leaders. Alex also served on the Board for Intown Collaborative Ministries, whose mission is to prevent and reverse homelessness and hunger in Intown Atlanta. He is a Legacy Advisor to the Children’s Healthcare of Atlanta Foundation, former chair of the Trust for Public Land’s Corporate Sponsors Committee, and former Session member, Chair of Finance, at Morningside Presbyterian Church.
Alex lives in the Morningside area of Atlanta with his wife, daughter, son, and two dogs.
Robinson College of Business Georgia State University
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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.
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
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We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.