Welcome Alexander Bailey

We are excited to welcome Alexander Bailey to our team. He serves as our Financial Planning Associate and is currently working toward earning his CERTIFIED FINANCIAL PLANNER™ professional certification. He is passionate about learning the intricacies of financial planning and learning how to apply that knowledge in our clients’ financial plans to help guide them on their financial journeys. 

As a Financial Planning Associate, Alexander assists our Wealth Advisors in many different areas. He is the back end behind the client facing work and projects. Our Advisors work hard at maintaining client relationships and guiding our clients through their financial journeys. Alexander’s role in that process is assisting the advisors by modeling financial scenarios, brainstorming solutions to clients’ situations, helping prepare meeting presentations, and do any follow-up work required for recommendations made.

To learn more about Alexander, read his bio here