Frank Alexander III
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Frank Alexander is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. He provides comprehensive financial planning services, focusing on coordinating clients' entire financial picture, including investment management, tax minimization, estate planning services, and banking. Frank works with clients through difficult financial transitions and decisions, helping them maintain their goals and adjust their investment approach as life and market conditions change.
He begins his process by understanding clients' families, financial situations, risk tolerance, time horizons, liquidity needs, goals, and priorities to design customized investment strategies. His areas of client focus include executive compensation, equity compensation services, legacy planning, personal retirement planning, portfolio management services, and tax minimization.
Frank holds a Bachelor's Degree from The Catholic University of America, an Associate's Degree from Dutchess Community College, and a High School Diploma from John Jay Senior High School. He has earned professional designations including Accredited Portfolio Management Advisor (APMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). When not working with clients, Frank enjoys spending time with his family, playing with his dog Nala, and attending Washington DC sporting events such as baseball, golfing, and ice hockey.
Client services
Based on Merrill
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Wealth management
General retirement planning
Retirement income strategy
Business exit / sale strategy
General estate planning guidance
Location
11810 Grand Park Ave
North Bethesda, MD 20852
Most active in
Frank A has reported serving >5 clients in these states in the last 12 months.
Connecticut · Maryland · New York · Texas
Work history
BANK of AMERICA, N.A.
2020 - Present (6 years)
Merrill
2020 - Present (6 years)
Unemployed
2020 - 2020 (1 year)
Stantec Inc.
2019 - 2020 (1 year)
James G Davis Construction Corporation
2018 - 2018 (1 year)
University of Maryland University College
2018 - 2018 (1 year)
The Catholic University of America
2016 - 2020 (4 years)
The LiRo Group
2016 - 2016 (1 year)
Dutchess Community College
2014 - 2016 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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