Alex is our Client Service Manager and a Registered Administrator, holding her Series 7 registration. A proud graduate of Salisbury University with a Bachelor of Science in Financial Planning, Alex first joined CFS as an intern while still in school, juggling her time as a part-time waitress at a local diner.
Since then, she has grown with CFS, working in a variety of roles that have broadened her experience and deepened her industry knowledge. In her current role, Alex focuses on supporting advisors and developing new operational processes, while also assisting with the onboarding and growth of our client service associates. She is passionate about creating a friendly, positive, and informative experience for all clients.
An Ocean City native, she enjoys being a mom, cooking, beach getaways, and entertaining family and friends.
Registered Administrative Assistant of Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.