Alan S. Taxman - Senior Vice President, Wealth Management Advisor, CRPC® Alan Taxman, Wealth Management Advisor, holds the Chartered Retirement Planning CounselorSM designation and has been with Merrill Lynch since 1996. With a focus in retirement planning strategies for both individuals and businesses, estate planning issues, as well as providing lending solutions through Bank of America, Alan brings perspective to both corporate and individual clients. Alan has also tailored his service model to consulting and advising affluent families in the area of personal wealth management. Alan lives in Creve Coeur with his wife and two children, volunteers for many charitable organizations in the St. Louis area, is an avid car enthusiast, and in his free time he enjoys working on home projects. CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.
Alan Taxman, CRPC(r), CPFA is a highly experienced Wealth Management Advisor with 27.3 years of work experience. He holds the Chartered Retirement Planning CounselorSM designation and has been with Merrill Lynch since 1996. With a focus on retirement planning strategies for individuals and businesses, estate planning issues, and lending solutions through Bank of America, Alan brings perspective to both corporate and individual clients. He also provides consulting and advising affluent families in personal wealth management. Alan lives in Creve Coeur, a charitable organization, and is an avid car enthusiast.
United States
Financial Services
Investments
Wealth Management
Management
Portfolio Management
Retirement Planning
Series 7
We found 2 Alan Taxman, CRPC®, CPFA's email addresses
We found 4 Alan Taxman, CRPC®, CPFA's phone numbers
Alan Taxman, CRPC®, CPFA works for Merrill Lynch
Alan Taxman, CRPC®, CPFA's role in Merrill Lynch is Wealth Management Advisor | First Vice President
Alan Taxman, CRPC®, CPFA's latest job experience is Wealth Management Advisor | First Vice President at Merrill Lynch