In his role as Plan Manager at LPL Financial, Alex supports Reef Wealth Management where he assists in developing and executing comprehensive financial plans. As a member of the LPL Paraplanning Services team, Alex partners with advisors to deliver financial planning support by providing detailed data analysis and cultivating planning strategies to assist clients in reaching their financial goals. LPL’s Paraplanning Solutions group is not affiliated with Reef Wealth Management.
Alex’s financial services career began in 2017 where he served as financial advisor prior to joining LPL Financial in 2019. Alex received his Bachelor of Arts in International Relations & Diplomacy from The Ohio State University and holds his FINRA series 7 and 66 professional licenses through LPL Financial.
Before joining LPL, Alex worked as a financial advisor for Merrill Lynch in New York, NY. In that role for two years, he worked closely with his team of financial advisors to help clients achieve their financial goals by providing personalized financial advice to clients based on their unique financial goals and objectives, and by analyzing and implementing financial planning investment strategies for high-net-worth clients. To round out his experience, Alex was a professional soccer player before beginning his career in financial services, playing in England and Sweden for five years.
Alex is originally from Philadelphia, Pennsylvania and now lives in Oceanside, California where he is an outdoors enthusiast. He frequently golfs, skis, mountaineers, backpacks, and bikes in his free time. Alex is world traveler and has been to over 40 countries.