Alex Storozhenko
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
Alex Storozhenko is a Senior Financial Advisor with extensive experience in wealth management, serving successful executives, professional athletes, and high-net-worth families. Leading The Storozhenko Group within Merrill Lynch Wealth Management, he offers clients access to Merrill's investment resources and the banking services of Bank of America. His expertise includes comprehensive wealth management, focused support for professional athletes to manage their unique career demands, and guidance through significant financial transitions such as retirement, inheritance, and business sales.
Since entering the financial services industry in New York City in 1997, Alex has developed specialized capabilities as a Portfolio Manager, offering discretionary management of personalized and defined investment strategies. He collaborates closely with clients' attorneys, accountants, and other advisors to address estate planning and related financial matters. His professional certifications include Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA).
Alex holds a bachelor's degree from Moscow Business University. Outside of his professional activities, he enjoys antiquing, chess, cooking, fishing, and watching movies. He lives with his wife, Christine, and their two sons, Nick and Evan.
Expertise
Wealth management
Concentrated stock management
Business exit / sale strategy
General estate planning guidance
Occupation focus
Executive
Professional Athlete
Work history
bank of america, NA
2009 - Present (17 years)
Merrill lynch, pierce, Fenner & Smith incorporated
2004 - Present (22 years)
Jeremy W
CFP®
Davison, MI
J Wilson Wealth Management
Jeremy was raised in Davison, Michigan and graduated from Davison High School. He is the son of an African-American Air Force Veteran who served in Vietnam and Korea. His mother, a retired IT professional, is the daughter of an AC Spark Plug engineer who worked in Flint for over 30 years. After high school, Jeremy attended Central Michigan University where he earned his Bachelor of Science in Business Administration with a double major in Personal Financial Planning and Real Estate Development & Finance. He was also a 4-year varsity letter recipient in football as a wide receiver. Fire Up Chips! Jeremy has been working in the financial services industry since 2012 and has been a Certified Financial Planner™ (CFP®) certificate holder since 2015. The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by the CFP Board. CFP Board's Standards of Professional Conduct require CFP® professionals to act in their clients’ best interests. Jeremy lives in Swartz Creek with his wife, Carol, an elementary school teacher at Dewitt Public Schools. They have been married since 2015 and have two children, Harrison and Scarlett, whom they welcomed in 2018 and 2021, respectively. Jeremy enjoys playing and watching sports, movies, and spending time with his family.
Lee N
CFP®, Series 66
Fenton, MI
Edward Jones
Eric G
Series 63, Series 66
Flushing, MI
Edward Jones
Katrina J
Series 63, Series 66
Davison, MI
Edward Jones
Kyle R
Series 66
Davison, MI
Edward Jones
Shannon S
Series 63, Series 66
Davison, MI
Edward Jones
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