Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

International Space Station

Alexander Clark

Financial Advisor

Alex began his professional career as a Financial Advisor in 2004 after graduating from Monmouth University with a Bachelor of Science in Finance and Management as well as a Master in Business Administration. Alex has been a member of the team since 2008. He is a member of the Atlantic City Chamber of Commerce, St. Augustine Prep Alumni, Atlantic City BNI Chapter, Hidden Creek Country Club, Linwood Country Club, Absecon/Galloway Rotary Club, and he is involved with several charities. Alex, his wife Julie, their three children and two dogs reside in Absecon, NJ.
 

Registered States:
  • AZ
  • CA
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • MA
  • MD
  • ME
  • MI
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA

Education

  • Bachelor of Science in Finance and Management, Monmouth University
  • Master in Business Administration, Monmouth University

Credentials

  • Chartered Retirement Planning Counselor
1337 Tilton Road
Northfield, NJ 08225
  • (609) 677-2274

Email Me

Education financing

Education financing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

A way forward

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.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

Insights