Alexandra Cooper Khoury

About Alexandra Cooper Khoury

Alex Cooper Khoury is a Senior Wealth Management Advisor who specializes in delivering corporate benefits education along with individual financial advice and guidance. She is dedicated to thoroughly understanding the priorities of individuals and families, providing personalized attention and implementing disciplined, customized strategies.Alex works closely with clients to identify their primary goals and is committed to crafting strategies designed to help them pursue their desired outcomes. Her focus is on building, managing, and preserving wealth for both current and future generations.She is a CERTIFIED FINANCIAL PLANNER® professional and also holds the Chartered Retirement Planning Counselor TM (CRPC TM) designation.Alex earned a Bachelor of Science in Business Administration with a concentration in Finance and a minor in Psychology from The Ohio State University. Originally from Cincinnati, Ohio, she has lived in Atlanta since 2011. A mother of two, Alex enjoys spending time with her family, playing basketball, traveling, listening to music, and staying active. She welcomes the opportunity to connect and explore how her knowledge and service can help meet your financial needs.

Experience

1. Wealth Management Advisor, Senior Vice President

   Merrill Lynch

   Mar 2011 — Present

   Investment advice relative to plan assets is solely through Advice Access.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

Education

• The Ohio State University

  Bachelor's Degree

  2007 — 2011