Alexander Duddy
Senior Financial Advisor, First Vice President at Merrill Lynch Wealth Management | Monterey County, California, United States
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Senior Financial Advisor, First Vice President at Merrill Lynch Wealth Management in October 2016 to Present
Private Client Banker at J.P. Morgan Chase Bank, N.A. in November 2011 to September 2016
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Moorpark High School, High School, January 2001 to January 2004
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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
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
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What is Alexander Duddy email address?
Email Alexander Duddy at [email protected]. This email is the most updated Alexander Duddy's email found in 2026.
What is Alexander Duddy phone number?
Alexander Duddy phone number is 831-625-7043.
How to contact Alexander Duddy?
To contact Alexander Duddy send an email to [email protected]. If you want to call Alexander Duddy try calling on 831-625-7043.
What company does Alexander Duddy work for?
Alexander Duddy works for Merrill Lynch Wealth Management
What is Alexander Duddy's role at Merrill Lynch Wealth Management?
Alexander Duddy is Senior Financial Advisor, First Vice President
Alexander Duddy Email Addresses
Alexander Duddy Phone Numbers
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