Alexander Duddy Email & Phone Number
Senior Financial Advisor, First Vice President @ Merrill Lynch
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Alexander Duddy Location
- California, United States
Alexander Duddy Work
- 2016 -now Senior Financial Advisor, First Vice President @
- 2011 -2016 Private Client Banker @
Alexander Duddy Education
- CSU Monterey Bay
Bachelor's Degree
2017-2022 - Moorpark High School
High School
2001-2004
Alexander Duddy Skills
- Family Financial Advisor
- Financial Advisor
- Business Development
- Retirment Planning and Wealth Management
- Net-Worth Analysis and Wealth Allocation
- Investments
- Goals Based Wealth Management
- Investment Advising
- Wealth Preservation
- Estate Planning Strategies and Wealth Transfer
- Small Business Retirement Plans
- Customized Wealth Strategies
- Behavioral Finance
- Investment Planning
- Investment Analysis - Portfolio Construction
- Wealth and Retirement Planning
- Wealth and Legacy Planning
- Financial Advisory Services
- Client Relationship Building
- Retirement Planning
- Sales
- Customer Service
- Communications and Interpersonal Skills
- Customized Wealth Planning
- Family Wealth Transfer
- Investment Income Strategies
- Team Building
Alexander Duddy Summary
- Alexander Duddy, based in California, United States, is currently a Senior Financial Advisor, First Vice President at Merrill Lynch Wealth Management. Alexander Duddy brings experience from previous roles at J.P. Morgan Chase Bank, N.A.. Alexander Duddy holds a 2017 - 2022 Bachelor's Degree @ CSU Monterey Bay. With a robust skill set that includes Family Financial Advisor, Financial Advisor, Business Development, Retirment Planning and Wealth Management, Net-Worth Analysis and Wealth Allocation and more. Alexander Duddy has 2 emails and 1 mobile phone numbers on RocketReach.
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