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Alexander Monroe

Alexander Monroe

Followers of Alexander Monroe459 followers
location of Alexander MonroeIrving, Texas, United States

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  • Timeline

  • About me

    Senior Associate at Symphony Wealth Group

  • Education

    • Monterey High School

      2005 - 2008

    • Texas Tech University

      2011 - 2014
      Bachelor of Science (BS) Personal Financial Planning 3.837

    • Texas A&M University

      2008 - 2010

  • Experience

    • United Capital Financial Advisors, LLC

      Apr 2015 - Apr 2020

      • Relationship Manager

        Oct 2018 - Apr 2020

      • Client Service Administrator

        Apr 2015 - Apr 2020

    • Goldman Sachs Personal Financial Management

      Apr 2020 - Oct 2023
      Analyst

      Investment Advisory services offered by United Capital Advisers, LLC a Goldman Sachs Company.

    • Symphony Wealth Group

      Oct 2023 - now
      Senior Associate

      At Symphony Wealth Group, we help our clients orchestrate their entire financial futures to achieve their ultimate short and long term goals. We create custom strategies for our clients that encompass investments, estate planning, tax strategies, legacy and charitable goals and risk management needs. We are supported by Kestra Private Wealth to offer clients world-class investment solutions and capabilities.

  • Licenses & Certifications

    • Series 65

      Financial Industry Regulatory Authority (FINRA)
      Apr 2015