Xander Horwitz

About Xander Horwitz

Today\'s financial landscape moves faster and feels more overwhelming than ever. There\'s more noise, more choices, and more pressure to \"get it right.\" With all the complexity, clarity becomes a real advantage. When you understand your full financial picture, you can focus on the life you want - not the stress behind it. The goal of our practice is to simplify and organize your finances so you can get your ideal return on life.We enjoy working with families, executives, and business owners who see the true value in working with professionals. We also have a passion for serving small businesses and their retirement plans as an extension of their resource department.Bob and I spend considerable time seeking to understand what\'s important in your life – because we feel like we don\'t have any right to tell you what to do with your money until we understand you and your story.This helps us deliver a valuable relationship in achieving your financial wellness.Our process focuses on- Getting to know you and your family (or business) on a deep level- Proactive contact and regular meetings to ensure progress is being made on what\'s most important to you- Our experience to assess risk and deliver growth and income in alignment with your goals- Partnering with your other professionals to ensure clarity on your entire strategy- Managing emotions during uncertain times so we don\'t make that big mistake- Resource management and understanding all the moving parts and puzzle pieces of your financial picture- Our understanding of what help you need most from us to get from here…to there.I began my career with Edward Jones in 2017 after graduating from Illinois Wesleyan University with a degree in economics and business. I live in Libertyville with my girlfriend, Ari, and our Alaskan Malamute pup, Billie. Sports are a huge part of my life and I was fortunate to be a member of the baseball team at IWU. Some of my other passions include golf, bowling, football and detailing cars.My branch office administrator, Bob Bernstein, joined Edward Jones in 2024 and has been serving clients in the financial services industry for over 20 years. He lives in Highland Park with his family and brings a wealth of knowledge and enthusiasm to our clients.Our team-oriented approach and commitment to serve is the foundation of all the great relationships we continue to instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

1. Financial Advisor

   Edward Jones

   Nov 2017 — Present · Deerfield, IL, US

Education

• Illinois Wesleyan University

  Bachelor of Arts - BA, Economics and Business Administration

  2013 — 2017

Skills

• Microsoft Excel
• Powerpoint
• Leadership
• Research
• Social Media
• Sales
• Public Speaking
• Customer Service
• Management
• New Business Development
• Data Analysis