Shawn Price

Alexandra Dodds serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. Bringing over 20 years of experience in the financial industry, she supports a diverse clientele across California and fourteen other states. Alexandra's approach emphasizes thoughtful, planning-based strategies tailored to her clients’ unique situations, ambitions, and preferences. She works closely with families, business owners, and professionals, focusing on areas such as executive compensation, family wealth management, retirement income, and socially responsible investing, including ESG considerations. Alexandra joined Merrill Lynch in 2015 after 13 years at Wells Fargo. She is a Senior Portfolio Advisor who manages discretionary, customized investment strategies and selects from a broad range of model portfolios and third-party investment options. Holding the Personal Investment Advisor (PIA) designation, Alexandra earned her Bachelor's degree from the University of California, San Diego. She employs a long-term perspective on investments while prioritizing tax minimization and comprehensive management of client balance sheets, including access to lending and practice-management specialists. Outside of her professional role, Alexandra is active in her community through organizations such as the Girl Scouts of San Gorgonio and the Temecula Valley Women’s Club. A resident near Temecula wine country, she enjoys hiking, running, traveling, and spending time with family. Alexandra emphasizes building strong client relationships as foundational to developing effective financial strategies and values the trust placed in her advisory role.

Juan Campos is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works directly with clients to understand their financial priorities and develop strategies aimed at achieving their short-, mid-, and long-term goals. He provides guidance on a range of financial topics including investing, retirement planning, and saving for unexpected events. Additionally, Juan offers access to Bank of America specialists for banking, credit, home financing, and small business solutions. Juan’s expertise includes personalized portfolio strategy development and ongoing financial advice tailored to clients’ evolving needs. His approach focuses on addressing competing financial demands such as home purchases, education savings, eldercare, and healthcare preparation. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and is a Personal Investment Advisor (PIA). Juan earned his bachelor's degree from California State Polytechnic University and communicates with clients in both English and Spanish.