Alex Gilman, CFP Ⓡ, is an experienced financial professional with a robust background in wealth management, having held positions at prestigious firms such as Bank of America Merrill Lynch and UBS. Alex currently serves as a Financial Advisor in the Merrill Private Wealth Management division in San Francisco and Palo Alto, and previously gained valuable experience as a Global Wealth Management Intern in New York City. Additionally, Alex has expertise in account management from a tenure as Senior Account Executive and Elite Client Partner at Yelp and has experience in real estate private equity as a Summer Associate with Spyglass Capital Partners LLC. Educated at the University of Colorado Boulder with a Bachelor of Science in Business Administration, Finance, and holding a Certificate in Financial Planning from NYU School of Professional Studies, as well as international exposure through study abroad at Istituto Lorenzo de' Medici, Alex's educational background complements a strong professional portfolio.
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