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MEMBER PROFILE

 

Alex Freeland

Merrill Lynch

 

Member profile details

Membership level
Atlanta Individual
First name
Alex
Last name
Freeland
Title
Financial Advisor, Portfolio Advisor
Company
Merrill Lynch
 

CONTACT INFORMATION

City
Atlanta
State
Georgia
 

PROFILE INFORMATION

Call me when
Our team establishes customized financial strategies aligned to our clients defined goals, and navigating life/business changes to build and protect our clients legacy with intention and purpose.
Profession
  • Insurance
  • Wealth Manager
Functional Expertise
  • Business development
  • Capital markets
  • Cash management
  • Charitable giving
  • Employee benefits
  • Equity
  • Estate planning
  • Exit/Transition Planning
  • Fiduciary
  • Finance
  • Financial Modelling
  • Investments
  • Lending
  • Private equity
  • Retirement
  • Risk management
  • Strategic planning
  • Trusts
Client Industry(ies)
  • Financial Services
Professional Certification(s)
Series 7, Series 66
In Business Since
2019
How to contact
404-231-2534 alex.freeland@ml.com
LinkedIn profile link
www.linkedin.com/in/alexfreeland
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