Alex Aubrey
Senior Vice President - Financial Advisor at RBC Wealth Management
- Role
- Associate Vice President - Financial Advisor at RBC Wealth Management
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Alex Aubrey
I focus on wealth management for corporate executives, business owners, and entrepreneurs. From hedging and monetizing concentrated stock and options positions to advising closely held business owners and executives on the strategy and preparation specific to business sale, I blend my firm\'s resources and my background in economics and finance to develop customized strategies that address the complicated challenges facing company leaders and executives.I hold a Certified Financial Planner™ (CFP®)* certification and Chartered Retirement Planning Counselor® (CRPC®)** designation. Prior to joining the wealth management industry in 2011, I led an international operations project management team at DISH Network. I am an avid skier and motorcycle enthusiast and extremely passionate about helping Denver’s youth through the Denver Active 20–30 Children’s Foundation and the Crohn’s and Colitis Foundation.*Certified Financial Planner Board of Standards, Inc.(CFP Board) owns the CFP® and the CERTIFIED FINANCIAL PLANNER™ certification mark logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.**CRPC® and Chartered Retirement Planning Counselor® are registered service marks of the College for Financial Planning
Experience
Associate Vice President - Financial Advisor
Sep 2019 — Present · Denver, CO, US
Please visit for important disclosure information. Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.
Education
University of Michigan
Bachelor's Degree, Economics
2006 — 2010
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