Alexander Nabhan

About Alexander Nabhan

At a certain level of wealth, the traditional advisory model falls short. When you enter the ultra-high-net-worth tier, the complexity-and the stakes-multiply. A single poorly timed liquidity event. An uncoordinated tax decision. An investment made in isolation. And suddenly, seven figures can disappear. This is the moment many successful families realize an uncomfortable truth: Their wealth has outgrown the people managing it. You may own one business-or several. You hold real estate, investment accounts, trusts, and legacy considerations. Yet each professional in your orbit-your CPA, attorney, banker-manages only a fragment of your financial life. No one is responsible for the entire picture. No one is proactively aligning your business, assets, and tax strategy to prevent erosion and protect the wealth intended for future generations. No one is ensuring today\'s decisions support tomorrow\'s vision. It\'s usually at this point that accomplished individuals say the same thing:\"I wish someone would simply quarterback all of this.\" That is precisely why the ultra-wealthy call on our team. We act the central command in an otherwise fragmented financial world. Our role is to coordinate every critical element: Tax mitigation strategy Investment strategy Estate architecture Liquidity planning Business valuation Risk management Real estate considerations Charitable structures We work directly with your attorneys, CPAs, bankers, M&A advisors, and outside specialists to help ensure every moving part works in concert. Because we serve only a select number of families, we offer what traditional advisors cannot: Unparalleled alignment Institutional-level precision Confidence that every decision supports the next If you want one team to oversee the full picture-not just the fragments-we invite you to a discreet conversation.

Experience

1. Senior Financial Advisor, Senior Vice President

   Merrill Lynch

   Apr 2016 — Present

   For better or worse, I learned to balance a checkbook before I could ride a bike. From an early age, I was exposed to the needs and concerns of some of the wealthiest families in the country-learning quickly through proximity and experience. I began my career in the insurance industry before becoming a financial advisor at Northwestern Mutual Financial Network. Soon after, I transitioned into the investment world as a trader for Morgan Stanley. In 2011, I entered the Morgan Stanley Wealth Management training program and graduated three years later as the top advisor in my peer group nationwide. Today, my team operates as a multi-generational enterprise serving ultra-high-net-worth families who have entrusted us with their wealth. We utilize the extensive resources of both Merrill and Bank of America, including banking and lending services, a trust and estate planning services, and a dedicated planning team. Our goal is to be the first call our clients make for any financial matter. We act as connectors-leveraging relationships and resources to help clients execute both personal and professional objectives. I welcome you to reach out for a confidential conversation at A••••••••@ml.com.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

Education

• Wellesley High School

  High School

  2003 — 2007

• University of Miami

  Bachelor's Degree

  2007 — 2011