Alex is a Senior Relationship Manager with United Capital Financial Advisers, LLC and a Registered Representative with Cetera (formerly Girard) Securities, Inc. He has been in the Financial Services industry since 2013 and holds his Series 7 and 66 licenses as well as his Life and Health Insurance license. Alex began his career at Morgan Stanley Wealth Management in Blue Bell, PA as a wealth advisory associate and subsequently as a Financial Advisor, specializing in Financial and Retirement Planning. Prior to joining United Capital, Alex worked for Bank of America/Merrill Lynch in their Retirement Plan division. A Philadelphia native and a graduate of Shippensburg University, Alex double majored in Finance and Management while playing on the University Men’s Soccer team. He lives in Baltimore’s Federal Hill neighborhood with his wife, Christen, and enjoys playing soccer, golf, cooking, travelling and rooting for Philadelphia sports teams.
Registered Representative of and offering securities through Cetera Advisor Networks LLC (“Cetera”), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC, and an affiliate of Goldman Sachs & Co. LLC and subsidiaries of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. United Capital does not provide legal, tax or accounting advice. Clients should obtain their own independent legal, tax or accounting advice based on their particular circumstances. Cetera is under separate ownership from any other named entity.