Alex Mills
Associate Vice President
Manager of Operations and Compliance
Alex Mills is Associate Vice President. Manager of Operations and Compliance at Merritt Point Wealth Advisors. He supports Merritt Point’s clients and advisors with investment selection, research, and portfolio rebalancing.
Alex draws on his industry experience to help keep our company’s investment models on top of market trends and tailored to the needs our of clients. At Axa Advisors in Rochester, NY he serviced individuals and families with their investment and planning needs. Following Axa, Alex joined Key Investment Services where he continued to develop a passion for investment selection and risk analysis.
Before graduating from Ithaca College, with a degree in Business Administration and a concentration in Finance, Alex had the opportunity to intern for the University of Sydney Risk Management department while studying abroad in Sydney, Australia.
Outside the office, Alex enjoys playing guitar, hiking, and playing with his dog, Cooper. In his downtime, Alex enjoys watching sports, supporting Arsenal FC and the Chicago Cubs, and spending time with friends and family.
CA Insurance License Number: 4230392
Manager of Operations and Compliance
Alex Mills is Associate Vice President. Manager of Operations and Compliance at Merritt Point Wealth Advisors. He supports Merritt Point’s clients and advisors with investment selection, research, and portfolio rebalancing.
Alex draws on his industry experience to help keep our company’s investment models on top of market trends and tailored to the needs our of clients. At Axa Advisors in Rochester, NY he serviced individuals and families with their investment and planning needs. Following Axa, Alex joined Key Investment Services where he continued to develop a passion for investment selection and risk analysis.
Before graduating from Ithaca College, with a degree in Business Administration and a concentration in Finance, Alex had the opportunity to intern for the University of Sydney Risk Management department while studying abroad in Sydney, Australia.
Outside the office, Alex enjoys playing guitar, hiking, and playing with his dog, Cooper. In his downtime, Alex enjoys watching sports, supporting Arsenal FC and the Chicago Cubs, and spending time with friends and family.
CA Insurance License Number: 4230392