Alex has focused on delivering a comprehensive goals-based approach to wealth management by customizing strategies and presenting solutions for his client's complex financial needs, based upon the client's risk tolerance, time horizon, liquidity needs, overall investment goals and the costs associated with the recommendation. Since joining Merrill Lynch Wealth Management in 2012, the central focus of Alex's practice is developing meaningful, long-lasting relationships by helping clients to grow and preserve their wealth while enabling them the financial freedom to pursue their short- and long-term financial goals. Accounting for client's objectives and life priorities, while navigating economic and market cycles, is a point of emphasis for Alex in providing advice and guidance. His dedication to a high-touch service model, as well as extending a boutique-style approach, involves leveraging access to the resources of Bank of America and Merrill Lynch Wealth Management through traditional banking, lending and investment services. In partnership with client's accountants and estate lawyers, Alex facilitates these relationship to help manage the process of wealth transfer, trust & estate planning services and philanthropy in maintaining a holistic financial outlook for the present and the future. 