Alex Albert
Client Relationship Manager
Alex Albert is a licensed Client Relationship Manager, and a graduate of Arizona State University, where he earned a bachelor’s degree in finance with a minor in economics. Passionate about staying active, he enjoys golf, running, pickleball, hiking, basketball, and chess. Originally from Wauwatosa, Alex is enthusiastic about diving deeper into the financial industry and takes pride in helping others.
Alex holds the Series 7 registration through LPL Financial and the Series 66 registration through LPL Financial and Richmond Investment Services, LLC., and is a Notary Public.