Alex Weiner-Goldsmith

WORK HISTORY

ABOUT ALEX WEINER-GOLDSMITH

Originally from a small town near Rutgers University in New Brunswick, NJ, Alex was raised in a close-knit community that taught him the value of lasting relationships. He earned a Bachelor of Science in Business Administration with a major in Finance from Elon University, where he worked at the technology service desk and joined the business fraternity Alpha Kappa Psi. These experiences helped him build both technical and interpersonal skills, which he now uses to guide clients through their financial journeys.Outside of work, Alex enjoys playing pickleball, exploring new cuisines, and going to music festivals. He believes in balancing personal and professional life for long-term success, a mindset he brings to his work as a financial planner. Passionate about helping clients achieve financial security, Alex provides thoughtful advice, personalized strategies, and builds strong, trusting relationships to help clients pursue their financial goals.Alex Weiner-Goldsmith is a Financial Planner with, and offers securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial. For hyperlinks to FINRA and SIPC, please refer to ‘Contact’ section.“Prudential Advisors” is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (“PICA”) and its insurance company and other affiliates (collectively “Prudential”). Prudential Advisors financial professionals are licensed insurance agents of Prudential. Pursuant to a strategic relationship among Prudential, LPLE, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPLE, an affiliate of LPL Financial. These financial professionals are permitted to brand under “Prudential Advisors.” LPLE and LPL Financial are not affiliated with Carolina Financial Group or Prudential.Third party posts found on this profile do not reflect the views of LPL Enterprise and have not been reviewed by LPL Enterprise as to accuracy or completeness.The financial professionals associated with LPL Enterprise may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.