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$7 trn
UBS Group invested assets
As of 12/31/2025
Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.
Vice President–Wealth Management
Financial Advisor
For Alexander, wealth management starts with relationships. As a Vice President - Wealth Management and Financial Advisor, he helps individuals, families, and business owners build and protect their financial futures. With a focus on personalized financial planning, investment strategy, and retirement planning, Alexander works closely with clients to develop tailored strategies that align with their goals, values, and long-term vision — taking the time to understand not just their financial goals, but the life those goals are meant to support.
A North Carolina native, Alexander grew up in Winston-Salem before earning his B.S. in Business Administration from High Point University. He has spent his career as a Financial Advisor in New York, advising clients during his time at J.P. Morgan and UBS. He now lives in Manhattan, where he continues to bring that same depth of experience and personal attention to the clients he serves.
Outside of work, Alexander enjoys trying new restaurants, attending sporting events and concerts, traveling to new places, and spending time outdoors.
Vice President–Wealth Management
Financial Advisor
For Alexander, wealth management starts with relationships. As a Vice President - Wealth Management and Financial Advisor, he helps individuals, families, and business owners build and protect their financial futures. With a focus on personalized financial planning, investment strategy, and retirement planning, Alexander works closely with clients to develop tailored strategies that align with their goals, values, and long-term vision — taking the time to understand not just their financial goals, but the life those goals are meant to support.
A North Carolina native, Alexander grew up in Winston-Salem before earning his B.S. in Business Administration from High Point University. He has spent his career as a Financial Advisor in New York, advising clients during his time at J.P. Morgan and UBS. He now lives in Manhattan, where he continues to bring that same depth of experience and personal attention to the clients he serves.
Outside of work, Alexander enjoys trying new restaurants, attending sporting events and concerts, traveling to new places, and spending time outdoors.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
Understanding your life, your wealth and what you want to accomplish.
We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.
Let's talk about how we can help you plan for the life you want
Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
