Alex Frias

Alex has spent more than 14 years building a career in the financial services industry, with extensive experience supporting ultra-high-net-worth individuals and families through both Merrill Lynch and the independent RIA space. Throughout his career, Alex has developed a strong background in wealth management operations, client service, account administration, and financial planning support.

Alex specializes in helping clients and advisors navigate the operational side of wealth management with efficiency and care. His experience includes supporting complex client relationships, investment account servicing, onboarding, compliance processes, and overall client experience management.

His background in both large institutional firms and the independent advisory world gives him a well-rounded perspective on the financial services industry and the level of service clients expect. Alex takes pride in building trusted relationships through responsiveness, professionalism, and attention to detail.

Alex resides in Redmond, Washington. Outside of work, he enjoys following his San Francisco Giants, attending concerts, and spending time with family and friends.