Alena Meeker

Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated

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Credentials

Series 66

Merrill Lynch, Pierce, Fenner & Smith Incorporated logo

Firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Location

San Francisco, CA 94104

About

Alena Meeker is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with the firm for 18 years and brings 13 years of experience in the financial services industry. Alena’s approach focuses on understanding each client's specific needs, concerns, and priorities to deliver personalized advice.

Her expertise covers a range of client focus areas including college education planning, equity compensation services, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, and socially responsible investing. She also provides services tailored to endowments, foundations, non-profits, and women and wealth.

Alena holds a Bachelor's Degree from the University of California, Berkeley. She has earned the Chartered Financial Analyst (CFA) designation as well as the Personal Investment Advisor (PIA) certification.

Expertise

College savings (529s, UTMA, etc.) Equity Recipients (RS/RSU, SOP, ESPP) Wealth management ESG / Sustainable investing

Demographic focus

Women Professionals Women's Finance Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)

Work history

Bank Of America, N.a.

2011 - Present (15 years)

Merrill Lynch, Pierce, Fenner And Smith Incorporated

2007 - Present (19 years)

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