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Alan Lubner

Private Wealth Advisors


10400 NE 4TH ST



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About us

Building the Foundation for a Lasting Relationship

Significant wealth requires sophisticated highly customized strategies. For a select group of clients Merrill Lynch offers the Private Banking & Investment Group. As a client you will benefit from a dedicated one on one relationship with your private wealth advisor who is focused on your priorities, your aspirations and the long term impact your wealth can provide.

Alan Lubner has extensive experience helping individuals, families, business owners and executives manage the complexities of substantial wealth. Supported by a team of specialists Alan works to understand what is most important to you and can provide a fresh perspective on your situation. Together you will review various aspects of your financial and business life and then implement a strategy to help you pursue your goals.

Your relationship with Alan provides you with a level of resources ordinarily reserved for the world’s largest institutions matched with the high touch experience of a smaller firm. This boutique experience gives you access to a breadth of specialized services from investment management services through Merrill Lynch to banking and lending capabilities from Bank of America.

The result is designed to be both powerful and personal; a singular experience dedicated to building a lasting relationship and helping you pursue your goals for today and the future.

Alan Lubner started his financial services career in 1990 and most recently joined Merrill Lynch in October 2016.

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