MEET WITH ALEX! Choose a Suncoast Credit Union service center below to make a virtual or in-person appointment. For additional locations and availability, please call (866) 300-9382. |
ABOUT
With over a decade of experience in financial services, I have guided individuals, families, and business owners to build, preserve, and transfer wealth. My experience includes developing comprehensive financial plans, managing investments, and providing strategic guidance to help clients work towards success. As your partner, we will work together to understand your specific short and long-term goals to create a customized financial roadmap.
QUALIFICATIONS
- Holds FINRA Series 7, 66 and SIE securities licenses with LPL Financial
- Holds Florida life & health insurance licenses
EDUCATION
Graduated from Birmingham-Southern College with a Bachelor’s degree.
PERSONAL
I come from a quaint town in Alabama but have found my home in beautiful Southwest Florida. My journey, including work as an equity stage manager on and off Broadway, reflects a diverse background that adds a dedicated perspective to my financial advisory approach. Outside of the finance world, I enjoy exploring new destinations through travel, spending quality time with my husband, and indulging my culinary curiosities by experimenting with delightful new recipes.