Alex engages with clients to construct in-depth financial plans that address critical areas of wealth management including estate planning, cash flow analysis, liquidity risk, trust management and philanthropic giving. Alex also works with the investment team to ensure proper alignment between clients’ wealth management goals and their portfolio investment strategy.
Previously, Alex was a Financial Advisor at Merrill Lynch where he provided comprehensive wealth management services for high-net-worth families in the Austin area. Alex attended The University of Southern California, where he earned his BS in Business Administration with a concentration in Finance. He is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Private Wealth Advisor® , and is currently working on a master’s degree in financial services with a concentration in legacy planning.
Alex’s wife Lina is a dentist in northwest Austin and a fantastic chef. Alex and Lina welcomed their second boy, Ian, in April of 2020. Outside of work, Alex enjoys tennis, good food, and traveling with his family. Alex is also active in volunteering with The Missy Project, a local non-profit.