Alexander Lamont
FSA - Merrill
- Role
- Fsa - Merrill at Merrill Lynch
- Location
- Palo Alto, CA, US
- LinkedIn followers
- 500 followers
About Alexander Lamont
I am passionate about helping people manage their money. This can be overwhelming with your priorities ranging from buying a home, saving for your kid\'s college, to taking care of elderly parents, to preparing for your own healthcare needs, it\'s a lot of competing demands to juggle. That\'s where I come in. As a Merrill Financial Solutions Advisor, I work with you one-on-one to define your goals and choose a portfolio strategy designed to reach them. I am there for ongoing advice, and as your situation changes, we can adapt your portfolio to change with it.
Experience
Fsa - Merrill
Oct 2024 — Present
Education
Saint Mary's College of California
Bachelor's Degree
2014 — 2016
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