Alex Minard
Merrill Financial Solutions Advisor
- Role
- Fsa - Merrill at Merrill Lynch
- Location
- Bellevue, WA, US
- LinkedIn followers
- 500 followers
About Alex Minard
I enjoy getting to know people and learning what is important to them. As a Merrill Financial Solutions Advisor, I take the time to get to know you and understand what is important to you so I can help you develop a way to pursue your goals. I can help with everything from general investing to retirement planning to saving for the unexpected. Reach out and together we\'ll discuss your goals, concerns and questions, and I can provide ongoing advice and guidance as your needs change.*Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Experience
Fsa - Merrill
Mar 2024 — Present
Education
University of Washington
Bachelor's Degree
2014 — 2018
Skills
- Teamwork
- Customer Service
- Microsoft Office
- Outlook
- Event Planning
- Microsoft Excel
- Microsoft Word
- Public Speaking
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