Alex Mills
Associate Vice President
Manager of Operations and Compliance
Alex Mills is the Associate Vice President and Manager of Operations and Compliance at Merritt Point Wealth Advisors, where he oversees investment strategy, compliance, and operational efficiency. With a focus on delivering exceptional client service, Alex leverages his extensive industry expertise to drive Merritt Point's investment models, ensuring they are finely tuned to market dynamics and aligned with client objectives.
Previously, Alex served at Axa Advisors in Rochester, NY, providing tailored investment solutions to high-net-worth individuals and families. He later joined Key Investment Services, where his passion for investment selection and rigorous risk analysis further flourished.
Alex graduated from Ithaca College with a degree in Business Administration and a concentration in Finance. During his academic journey he studied at and worked for the University of Sydney, gaining valuable insights into global financial practices.
Beyond his professional endeavors, Alex is an avid guitarist and enjoys exploring the outdoors through hiking. He cherishes moments with his dog, Cooper, and finds relaxation in watching sports, particularly as a supporter of Arsenal FC and the Chicago Cubs, while also prioritizing quality time with friends and family.
CA Insurance License Number: 4230392 Resident State CT
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