Alex Weiss, Cfp®

Alex Weiss, Cfp® Email and Phone Number

President & Wealth Manager at Napier Financial @ Napier Financial
Alex Weiss, Cfp®'s Location
Braintree, Massachusetts, United States, United States
Alex Weiss, Cfp®'s Contact Details

Alex Weiss, Cfp® work email

Alex Weiss, Cfp® personal email

n/a
About Alex Weiss, Cfp®

Alex leads the financial planning team to assist clients throughout the planning process, and is responsible for implementing tailored strategies based on their needs and future financial aspirations. He does this with analysis and overseeing the services of other professionals and subject matter experts to support the clients’ financial needs. Alex takes great pride in helping his clients by providing real clarity about every financial decision, and by coordinating the fractured advice clients receive from multiple sources.Alex started his career in 2006 as an intern supporting a team of advisors while completing his degree at Bryant University in Actuarial Mathematics. He currently lives in Boston’s suburbs with his wife, Ashley. He enjoys the city, traveling, and his large family. Third-party posts found on this profile do not reflect the views of U.S. Financial Advisors, dba Napier Financial and have not been reviewed by U.S. Financial Advisors as to accuracy or completeness.

Alex Weiss, Cfp®'s Current Company Details
Napier Financial

Napier Financial

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President & Wealth Manager at Napier Financial
Alex Weiss, Cfp® Work Experience Details
  • Napier Financial
    President & Wealth Manager
    Napier Financial Feb 2010 - Present
    Braintree, Ma, Us
    Formerly US Wealth Management, Napier Financial is a fiduciary wealth manager. I'm continuing to implement tailored strategies for families and business, while also overseeing other professionals and subject matter experts on the team.
    View
  • U.S. Wealth Management
    Wealth Manager
    U.S. Wealth Management Feb 2010 - Present
    Braintree, Massachusetts, Us
    I work to assist individuals, families, and businesses in the development and execution of wealth management strategies.
    View
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch May 2009 - Feb 2010
    New York, Ny, Us
    View
  • Merrill Lynch
    Intern
    Merrill Lynch 2006 - 2009
    New York, Ny, Us
    View

Alex Weiss, Cfp® Education Details

  • Bryant University
    Bryant University
    Finance
  • Hanover High School
    Hanover High School

Frequently Asked Questions about Alex Weiss, Cfp®

What company does Alex Weiss, Cfp® work for?

Alex Weiss, Cfp® works for Napier Financial

What is Alex Weiss, Cfp®'s role at the current company?

Alex Weiss, Cfp®'s current role is President & Wealth Manager at Napier Financial.

What is Alex Weiss, Cfp®'s email address?

Alex Weiss, Cfp®'s email address is aw****@****ent.com

What is Alex Weiss, Cfp®'s direct phone number?

Alex Weiss, Cfp®'s direct phone number is +161768*****

What schools did Alex Weiss, Cfp® attend?

Alex Weiss, Cfp® attended Bryant University, Hanover High School.

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