Alex is a seasoned Financial Advisor with over a decade of experience. She is particularly focused on helping families grow and preserve wealth so that they may achieve their financial goals, whether that means saving for retirement, funding a child’s education, or leaving a legacy. Alex became a Certified Financial Planner™ professional in 2016.

Alex is also a Certified Divorce Financial Analyst®, a certification for those that provide expertise on the financial issues of divorce. She is passionate about empowering women to build a secure financial future.

Before joining the team at Merrill Lynch in 2013, Alex worked with in the philanthropic world to raise money for the arts. Alex earned her bachelor’s degree in arts administration at the College of Charleston.

Before returning to Cincinnati in 2024, Alex and her family spent four years in Sonoma County, California. She is grateful to be back and is actively involved in local arts organizations and the music ministry at Immaculate Heart of Mary. She and her husband, Ted, live in Batavia with their children Maeve and Sullivan.