Alexander's Resume

We have been working with individuals and businesses in the area for over 20 years.

Alexander earned several licenses such as his 215 Life and Health, Series 7, Series 63 and Series 65 investment licenses. Alexander has been a Mutual of Omaha Investment Advisor Representative since 2022 and he has been serving the South Florida community since 2002. Working at previous fortune 500 companies has allowed him to gain extensive knowledge and experience advising different types of individuals. Alexander enjoys helping clients grow and protect their wealth through holistic planning and as a fiduciary, the client's best interest comes first. He believes a one size does not fill all approach since everyone's goals are different.

He earned his Bachelors degree in Supervision and Management and has made Miami his home. Hobbies include golfing, boating, exercising and spending time with family. He is a member of the Coral Gables Chamber of Commerce where he sits on the Diplomat Committee.

The practice is dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We're looking forward to using our expertise to help you pursue your financial goals.