By providing clear communication and individualized service, Alex helps clients feel knowledgeable and prepared for their financial future. Her background in the arts gives Alex a unique perspective on the financial services industry as she uses a friendly and patient approach to connecting with clients. She truly believes that investments and financial planning should be a comfortable topic, not a dreaded conversation.
Alex became a CERTIFIED FINANCIAL PLANNER™ professional in 2016. Prior to joining Raymond James in 2013, Alex enjoyed a career fundraising for the Cincinnati Art Museum, ArtWorks, and other non-profits. She graduated Cum Laude from the Honors College at the College of Charleston with a B.A. in Arts Management. She has been an active supporter of ArtsWave, serving on its Young Professionals Committee and Sustaining Impact Grant Review Committee. Alex and her family live on the east side of Cincinnati and are active at Immaculate Heart of Mary parish.