Alex Benedetti
VP, Senior Wealth Consultant - Uhnw -spws @Charles Schwab
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WORK HISTORY
VP, Senior Wealth Consultant - Uhnw -spws @Charles Schwab
Orlando, FL, US
EDUCATION
Nova Southeastern University
Master of Business Administration - MBA, International Business
University of West London
Bachelor's degree, Hospitality Management
ABOUT ALEX BENEDETTI
In my role as a private client advisor I work with families, individual and institutions to help create and shape their financial futures. It is my commitment to help navigate the varying complexities of the 4 phases of financial life to ultimately ensure goals and objectives are met. Whether clients are in the process of growing assets, protecting and preserving them, distributing them through life or ultimately distributing them to beneficiaries. Myself along with a team of professionals with in depth expertise in the varying stages are here to help achieve optimal outcomes tailored to clients needs.As a fiduciary I follow a disciplined process that enables me to craft a plan that helps to meet financial needs. • Develop a thorough understanding of financial goals and objectives • Review and analyze current financial situation • Identify and tailor strategies that can help meet individual needs • Implement your strategy • Review your strategy, meeting periodically to discuss your changing goals and needs My rigorous process will focus on 13 wealth management issues that have been identified as having significant impact in financial success.
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