Merrill Lynch Financial Advisor Alec Matthew Lindenauer 19495 Biscayne Boulevard, Aventura, FL 33180
About the Business
Merrill Lynch Financial Advisor Alec Matthew Lindenauer is a rare gem in the financial services industry, located at 19495 Biscayne Boulevard in Aventura, Florida. As a mother-son team, they bring a unique understanding of the dynamics of money within the family environment, making them exceptional advisors. With a solid investment philosophy honed through decades of experience, they focus on key tenets such as calculating risk, diversification, considering purpose, being product agnostic, thinking globally, and staying dedicated.
Their team, supported by the global resources of Merrill, is committed to building strong client relationships based on trust and personalized service. With a focus on serving their clients with attentive and knowledgeable service, they assist with various administrative and support functions to ensure clients receive the best care possible. Their Merrill Personal Wealth Analysis™ helps build a personalized plan centered on clients' goals and aspirations.
As Registered Senior Wealth Management Client Associates, Merrill Lynch Financial Advisor Alec Matthew Lindenauer is dedicated to helping clients navigate the complexities of their financial lives. By getting to know clients personally and understanding what matters most to them, they can create a financial approach tailored to their unique needs and priorities. With access to comprehensive financial solutions from Bank of America, they can help clients stay on track towards achieving their goals, regardless of market fluctuations.
Certified by the Certified Financial Planner Board of Standards, Inc., Merrill Lynch Financial Advisor Alec Matthew Lindenauer offers the latest investment insights, tips, and strategies to help clients live their best financial lives. With a focus on providing personalized investment strategies and comprehensive financial solutions, they are committed to putting clients first every day. Contact Merrill Lynch Financial Advisor Alec Matthew Lindenauer to start building a customized investment approach that addresses your needs and helps you pursue your financial goals.
Photos
Location & Phone number
19495 Biscayne Blvd Suite 700, Aventura, FL 33180, United States
Hours open
Monday:
09:00 - 16:00
Tuesday:
09:00 - 16:00
Wednesday:
09:00 - 16:00
Thursday:
09:00 - 16:00
Friday:
09:00 - 16:00
Saturday:
Closed
Sunday:
Closed
List of local businesses, places and services in Florida
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos