Bret Alexander

Financial Planner at Pelora Advisors

Role
Financial Planner at Massmutual Carolinas
Location
Charlotte, NC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Bret Alexander

As a dedicated financial planner, my mission is to provide individuals with the clarity they need to navigate the complexities of financial decisions. I take pride in guiding my clients towards a path that aligns with their unique goals, empowering them to achieve their version of financial freedom. With a personalized and goal-centric approach, I aim to demystify financial landscapes, instill confidence, and foster a sense of control over one\'s financial future. Let\'s embark on a journey together, where your aspirations become the driving force behind every financial decision you make.Disclosure: https://carolinas.massmutual.com/about-us/licenses

Experience

  1. Financial Planner

    Massmutual Carolinas

    Jul 2017 — Present · Charlotte, NC, US

    https://carolinas.massmutual.com/about-us/licenses

Education

  • PennWest Edinboro

    Bachelor's Degree, Criminal Justice and Political Science MInor in Psychology

    2004 — 2008

Skills

  • Tenacious Work Ethic
  • Policy
  • Law Enforcement
  • Workshop Facilitator for the Total Responsible Person
  • Networking
  • Workshop Facilitation
  • Certified in Motivational Inteviewing
  • Powerpoint
  • Microsoft Excel
  • Program Development
  • Leadership
  • Program Management
  • Public Speaking
  • Investigation
  • Training
  • Public Safety
  • Government
  • Criminal Justice
  • Employee Training
  • Conflict Resolution
  • Community Outreach
  • Case Management
  • Physical Security
  • Microsoft Word

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Bret Alexander — Financial Planner at Massmutual Carolinas in Charlotte, NC, US | Unifers