Alexander S.

About Alexander S.

I started my practice with The Broker Group due to the extensive support, positive culture, and fantastic tools to help families understand and achieve their personal financial goals, highlighted by over a century of leadership experience and clients. I always wanted to build something with the true fulfillment of an entrepreneur, solving real problems and educating families. That is exactly what we do at The Broker Group allows me to do. My team has partnered with top-tier providers like F&G, Athene, Corebridge, and Mutual of Omaha to deliver financial service offerings from A+ Rated institutions. We are always looking for new talent and I love connecting with people! Don\'t be a stranger.Specialties:401k & IRA RolloversIndexed AnnuitiesLife InsuranceIndexed Life InsuranceLong-Term Care SolutionsFinancial Planning for ChildrenFrom the Philadelphia area, I’ve previously lived in Austin, Baltimore, and Charlotte, but found myself back near family and where I grew up outside Philadelphia.I hold a B.A. in Economics from Elon University and a Data Analytics certification from Johns Hopkins School of Engineering.Licensed for life, health, and annuity services in over 25 states, I am also passionate about exercise, hiking, travel, music, macroeconomics, stock markets, soccer, basketball, and time with my family.

Experience

1. Managing Director

   The Broker Group

   Mar 2025 — Present

   The Broker Group is a non-captive brokerage providing top-tier training, financial technology, and access to A-Rated institutions to help a wide range of clients create peace of mind in their finances. Specialties include:401k & IRA RolloversLife InsuranceIndexed Life InsuranceIndexed AnnuitiesLong-Term Care SolutionsFinancial Planning for Children

Education

• Johns Hopkins Whiting School of Engineering

  Certificate in Data Analytics, Data Analytics

• Archmere Academy

  High School Diploma

  2012 — 2016

• Elon University

  Bachelor of Arts - BA, Economics

  2016 — 2020