Alvin Costa

About Alvin Costa

I am an advisor at Merrill Lynch, guiding clients in the construction and management of investment portfolios aligned with their long-term financial objectives. I partner with individuals, families, and business owners to implement disciplined asset allocation strategies, risk management frameworks, and comprehensive wealth planning solutions designed to preserve and grow capital across market cycles. In my role, I collaborate closely with Private Bank and Private Wealth teams to serve ultra-high-net-worth clients, ensuring seamless integration of investment management, estate and trust strategies, customized credit solutions, and multigenerational wealth planning. My approach is consultative and strategic, focused on aligning capital with purpose while delivering precision, discretion, and measurable results. With prior experience at Wells Fargo and PNC Bank, including business banking specialization, I bring a strong foundation in relationship management, financial structuring, and client advisory excellence. I hold the SIE, Series 7, and Series 66 registrations and CRPC, enabling me to provide sophisticated and compliant investment guidance. I operate with a leadership mindset emphasizing integrity, performance discipline, and cross-functional collaboration. My long-term objective is to continue expanding within private wealth advisory, serving clients whose financial complexity demands strategic foresight and institutional-level execution.

Experience

1. Mentor

   The Universities At Shady Grove

   Jan 2025 — Present · Rockville, MD, US

Education

• SFX Greenherald International School, Dhaka, Bangladesh

  High School Diploma, Science

• Montgomery College

  Associate's degree, General Engineering

• University of Maryland

  Bachelors of Science, Computer and Information Sciences

• Galaxy Flying Academy

  Private Pilot’s License, Aviation