Alexis George
Advisor at Merrill
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.
Advisor at Merrill
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.
Alexis George is a Financial Advisor with Merrill Lynch Wealth Management and a member of the George-Zuber Group. She began her career with Merrill in Baltimore, Maryland in 2016 and joined her family's wealth management practice in 2019. Alexis and her team provide wealth management services focused on retirement planning, tax minimization, legacy planning, and customized investment strategies for individuals, families, small businesses, endowments, foundations, and non-profits.
Alexis holds a bachelor's degree from Loyola College and professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She is a board member of the Mothers & Babies Perinatal Network and participates in community activities such as the Walk to End Alzheimer's. Alexis is committed to guiding clients through financial decisions with a focus on multigenerational wealth preservation and personalized service, aiming to support clients throughout significant life events and challenges.
BANK of AMERICA, N.A.
2016 - Present (10 years)
Merrill
2016 - Present (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")