Jeffrey Alexander
Wealth Manager at U.S. Wealth Management
- Role
- Wealth Manager at Us Wealth Management
- Location
- Newport, RI, US
- LinkedIn followers
- 500 followers
About Jeffrey Alexander
U.S. Wealth Management is an independent network of experienced wealth managers who…
Experience
Wealth Manager
Jul 2015 — Present · Newport, RI, US
A Wealth Manager with over 20 years of experience in the financial services industry, Jeffrey is proud to deliver personalized plans for each individual client. Throughout an extensive discovery process, Jeffrey customizes wealth management strategies based on his clients’ needs and objectives. This process helps him address any anxiety about the financial planning process, providing added comfort and confidence that the client’s financial goals are aligned. Jeffrey also works with a team of experienced professionals across the spectrum of wealth management in order to provide his clients with a true roadmap encompassing clear milestones and the confidence of knowing they are making informed financial decisions.
Skills
- Financial Advisory
- Securities
- Finance
- Estate Planning
- Asset Allocation
- Mutual Funds
- Portfolio Management
- 19 Plus Years of Comprehensive Financial Planning Experience
- Investment Advisory
- Wealth
- Retirement Planning
- Financial Services
- Retirement
- Strategic Financial Planning
- Insurance
- High Net Worth Individuals
- 401k
- Investments
- Financial Planners
- Wealth Management
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