Merrill Lynch Financial Advisor Marcus S Alexander
520 Newport Center Drive, Newport Beach, California, United States
About the Merrill Lynch Financial Advisor Marcus S Alexander
Merrill Lynch Financial Advisor Marcus S Alexander, located at 520 Newport Center Drive in Newport Beach, California, is a finance institution dedicated to building and maintaining strong relationships with clients. Marcus Alexander is accessible, knowledgeable, and experienced, passionate about helping clients make important financial decisions. With a deep understanding of each client's financial picture, personalized wealth management strategies are created to help clients pursue their goals. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, clients can devise potential strategies to grow, preserve, and distribute their wealth.
Marcus Alexander believes in understanding each client's unique goals and priorities, offering personalized plans to help manage, grow, and preserve wealth. By utilizing the Investment Personality Assessment, Marcus can customize financial approaches based on individual preferences and goals. Regular check-ins and adjustments are made to financial approaches to reflect changes in clients' lives and the financial markets. The ultimate goal is to help clients achieve their financial aspirations and turn their goals into reality.
As a Merrill Lynch Wealth Management Advisor, Marcus Alexander focuses on providing personalized investment strategies and comprehensive financial solutions tailored to each client's needs and goals. Clients can expect a dedicated one-on-one relationship, with access to the latest investment insights and strategies to help them live their best financial life. Marcus Alexander is registered to do business in multiple states, including California, Florida, and New York.
Investing involves risk, and past performance does not guarantee future results. Clients are encouraged to consult their legal and tax advisors before making financial decisions. Merrill Lynch offers a range of services, including brokerage, investment advisory, and financial planning. Marcus Alexander and his team are committed to helping clients navigate the complexities of their financial lives and achieve their goals.
Photos of Merrill Lynch Financial Advisor Marcus S Alexander
520 Newport Center Dr, Newport Beach, CA 92660, United States
Opening hours of Merrill Lynch Financial Advisor Marcus S Alexander
Monday:
07:00 - 15:00
Tuesday:
07:00 - 15:00
Wednesday:
07:00 - 15:00
Thursday:
07:00 - 15:00
Friday:
07:00 - 15:00
Saturday:
Day off
Sunday:
Day off
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