Alec Lindenauer

About Alec Lindenauer

For the last nineteen years, I\'ve been privileged to focus our team on addressing the…

Experience

1. Wealth Management Advisor, Senior Vice President

   Merrill Lynch

   Aug 2009 — Present

   I am extremely proud to work for a company that supports my dedication to financial literacy in underprivileged communities. In 2009, we moved our practice to Merrill Lynch Wealth Management because they align with our team\'s mission. We have continued to build upon the belief that anyone can achieve financial success when they\'re able to make investment-related decisions that help them reach personally meaningful goals. So whether you\'re dedicated to planning your retirement, saving to buy a home, funding a child\'s education or a combination of the four, we start by getting to know you and how you weigh expenses and income related to each of the following seven life priorities. • Health • Home • Family • Leisure • Philanthropy • Work • Finance We have diligently reviewed and weighed these priorities with every one of our clients through the years to clarify their vision of success and uncover their financial goals. This is key to developing and delivering an individual strategy that fits. Our investment philosophy has been honed through decades of experience, in both good markets and bad, and can be distinguished by its ability to uniquely and transparently calculate risk, diversify and globalize investments based on each client\'s identified purpose. This approach is then revisited regularly to help ensure that you are on track to meet your current goals Who We Serve Best Those in a position where sophisticated planning and strategies are more appropriate than those most familiar to the general public. Alec Lindenauer (30••••••53 | a••••••••@ml.com *Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.

Education

• University of Florida

  Bachelor's Degree

  1992 — 1996