Alexander Radcliffe is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in providing financial services to affluent households, individuals, retirees, and small business owners. His approach is goals-based wealth management, focusing on understanding clients' short and long-term objectives to build personalized financial strategies that include investment management, retirement planning, risk management, and wealth transfer.
Mr. Radcliffe holds a Bachelor's Degree from Rutgers University and has earned several professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He works collaboratively with other trusted advisors such as tax professionals, attorneys, and insurance agents to provide comprehensive financial planning services.
In addition to his professional work, Alexander is engaged in community service through organizations like Junior Achievement of NJ, where he teaches basic financial principles to children. He also contributes to local organizations such as the Hillside Community Food Bank, Jar of Hope, and Ronald McDonald House New Brunswick. Outside of work and community involvement, he enjoys cooking, dancing, football, music, pickleball, pottery, racquetball, running marathons, spending time with his family, and yoga.