Alexander Duddy
Financial Advisor, Vice President @Merrill Lynch
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WORK HISTORY
Financial Advisor, Vice President @Merrill Lynch
Along with my team, I provide customized wealth management and investment portfolios for executives, business owners, and high net worth families. We provide access to a full suite of services at Merrill Lynch Wealth Management & the banking convenience of Bank of America, N.A, including- Comprehensive wealth management - Investment management - Generational wealth transfer planning - Concentrated stock strategies, including 10b51 sales, 144 reporting, hedging, monetization, and diversification strategies - Trust and estate planning services - Lending through Bank of America, N.A- Philanthropic services including Foundation Advisory Service, donor advised funds, and charitable planning - Cash management including checking, savings, and credit cards through Merrill and Bank of America, N.A. 83••••••43 a••••••••@ml.com fa.ml.com/kbmdgroup *Trust, fiduciary, and investment management services[, including assets managed by the Specialty Asset Management Team,] are provided by Bank of America, N.A, Member FDIC, and wholly owned subsidiary of Bank of America Corporation (\"BofA Corp.\"), and its agents.
EDUCATION
CSU Monterey Bay
Bachelor's Degree
Moorpark High School
High School
ABOUT ALEXANDER DUDDY
It is my goal to help you achieve your goals. I strive to provide value to families as a…
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