Alex Nickerson
Financial Planner @ Lee Financial
- Role
- Financial Planner at Lee Financial
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Alex Nickerson
As a Financial Planner at Lee Financial, I provide high-level client service across various industries, leveraging my CERTIFIED FINANCIAL PLANNER™ designation and my academic training in financial planning. I have more than eight years of experience in the financial planning field, working with clients from diverse backgrounds and needs.Prior to joining Lee Financial, I worked as an analyst and an operations associate, where I honed my skills in financial analysis, portfolio management, and client relations. I have a strong background in hospitality, having received the Levy Legend Award for excellence in customer service. I\'m an astute communicator, a team player, and a lifelong learner who strives to deliver on my responsibilities efficiently and effectively. My mission is to help clients achieve their financial goals and dreams.
Experience
Financial Planner
Mar 2024 — Present · Dallas, TX, US
Education
Texas A&M University
Financial Planning - Extended Learning Certificate
2017 — 2019
College for Financial Planning
Foundations in Financial Planning
2017 — 2017
Penn State University
Bachelor of Science - BS
2004
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