Alexandra Maksimow Email & Phone Number | As a Senior Financial Advisor, I create custom wealth management solutions and tailored financial strategies for affluent individuals, families, and their businesses. I understand the unique challenges and opportunities significant wealth can bring and leverage both the Merrill and Bank of America platforms to solve for my client's needs, no matter how traditional or complex they may be. I am known for my exceptional level of service, attention to detail, and going above and beyond for my clients. My team, FCMH Wealth Management & Associates, and I work with an array of clients including high net worth individuals and families, business owners, real estate investors, corporate executives, and financial sponsors. By leveraging our collective experience in private banking, investment management, capital markets, and commercial banking we provide cross balance sheet advice and bespoke wealth management solutions for our clients. We utilize an advice driven, holistic approach and ensure we understand our client's personal and financial aspirations before creating a strategy designed to help them achieve their goals for today, tomorrow, and in the years to come. Prior to joining Merrill, I spent seven years at Citi Private Bank as a Private Banker and Senior Vice President. I was responsible for providing comprehensive wealth management advice and tailored financial strategies for globally affluent individuals, families, and their businesses. I worked with my team of product specialists to seamlessly deliver custom banking, lending, wealth planning, capital markets, and investment management solutions for my clients. At the onset of my career, I worked within Citi's Commercial Bank where I was responsible for sourcing and underwriting syndicate and private credit opportunities for middle market businesses. I currently reside in Stamford, CT with my husband, Tyler. When I'm not in the office I enjoy reading, travelling, and going on hikes with my husband and our dog, Bagel. *Solutions are based upon the client's risk tolerance, time horizon, liquidity needs, overall investment goals and the costs associated with the recommendation.

Alexandra Maksimow

As a Senior Financial Advisor, I create custom wealth management solutions and tailored financial st...
Stamford, Connecticut, United States

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Alexandra Maksimow’s Email alexandra.maksimow@citigroup.com

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Alexandra Maksimow’s Location Stamford, Connecticut, United States

Alexandra Maksimow’s Current Industry Merrill Lynch Wealth Management

Alexandra Maksimow’s Prior Industry Citi Private Bank | Citi Commercial Bank

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Work Experience

Merrill Lynch Wealth Management

Senior Financial Advisor, Senior Vice President

2022-09-01T00:00:00.000Z - Present

Citi Private Bank

Private Banker, Senior Vice President

2016-05-01T00:00:00.000Z - 2022-08-01T00:00:00.000Z

Citi Commercial Bank

Relationship Manager, Vice President

2015-01-01T00:00:00.000Z - 2016-05-01T00:00:00.000Z

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FAQ About Alexandra Maksimow

Alexandra Maksimow is located at
Stamford, Connecticut, United States

Alexandra Maksimow is a As a Senior Financial Advisor, I create custom wealth management solutions and tailored financial strategies for affluent individuals, families, and their businesses. I understand the unique challenges and opportunities significant wealth can bring and leverage both the Merrill and Bank of America platforms to solve for my client's needs, no matter how traditional or complex they may be. I am known for my exceptional level of service, attention to detail, and going above and beyond for my clients. My team, FCMH Wealth Management & Associates, and I work with an array of clients including high net worth individuals and families, business owners, real estate investors, corporate executives, and financial sponsors. By leveraging our collective experience in private banking, investment management, capital markets, and commercial banking we provide cross balance sheet advice and bespoke wealth management solutions for our clients. We utilize an advice driven, holistic approach and ensure we understand our client's personal and financial aspirations before creating a strategy designed to help them achieve their goals for today, tomorrow, and in the years to come. Prior to joining Merrill, I spent seven years at Citi Private Bank as a Private Banker and Senior Vice President. I was responsible for providing comprehensive wealth management advice and tailored financial strategies for globally affluent individuals, families, and their businesses. I worked with my team of product specialists to seamlessly deliver custom banking, lending, wealth planning, capital markets, and investment management solutions for my clients. At the onset of my career, I worked within Citi's Commercial Bank where I was responsible for sourcing and underwriting syndicate and private credit opportunities for middle market businesses. I currently reside in Stamford, CT with my husband, Tyler. When I'm not in the office I enjoy reading, travelling, and going on hikes with my husband and our dog, Bagel. *Solutions are based upon the client's risk tolerance, time horizon, liquidity needs, overall investment goals and the costs associated with the recommendation.