Alan S. Taxman, Senior Vice President, Wealth Management Advisor, holds the Chartered Retirement Planning Counselor℠ and Certified Plan Fiduciary Advisor designations, and has been with Merrill Lynch Wealth Management since 1996. Alan has tailored his service model to consulting and advising affluent families in the area of personal wealth management. With a focus in retirement planning strategies for both individuals and businesses, estate planning issues, as well as providing banking and lending solutions through Bank of America, Alan brings perspective to both corporate and individual clients. Alan has been honored by Forbes Magazine, being added to their published list of Forbes “Best-In-State Wealth Advisors”, for 2019, 2020, and 2021.
Alan lives in Creve Coeur with his wife, has 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.
The College for Financial Planning Institutes Corp. owns the service marks Chartered Retirement Planning Counselor℠, CRPC®, and the CRPC® logo, and the certification marks Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo.
CPFA (Certified Plan Fiduciary Advisor) is a credential issued by the National Association of Plan Advisors, part of the American Retirement Association.