Alexander Wright

Alexander Wright Email and Phone Number

Financial Planner, Investment Adviser Representative @ Blue Ocean Wealth Solutions
New York, NY, US
Alexander Wright's Location
New York City Metropolitan Area, United States
About Alexander Wright

I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: advisory services, retirement planning, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.I am licensed to sell insurance in: New York and securities in: New York. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 2200 Northern Blvd, Suite 200, East Hills, NY, 11548MassMutual refers to Massachusetts Mutual Life Insurance Company.

Alexander Wright's Current Company Details
Blue Ocean Wealth Solutions

Blue Ocean Wealth Solutions

View
Financial Planner, Investment Adviser Representative
New York, NY, US
Website:
blueocean.us.com
Employees:
105
Alexander Wright Work Experience Details
  • Blue Ocean Wealth Solutions
    Financial Planner, Investment Adviser Representative
    Blue Ocean Wealth Solutions
    New York, Ny, Us
  • Blue Ocean Wealth Solutions
    Financial Advisor And Investment Adviser Representative
    Blue Ocean Wealth Solutions Jun 2024 - Present
    East Hills, New York, United States
  • Vanderbilt University
    Research Assistant
    Vanderbilt University Aug 2023 - Dec 2023
    Nashville, Tennessee, United States
    • Worked under Dr. Brooke Ackerly (Department of Political Science) and the Grundy County Cancer Research Organization to assess historical and present-day public safety and environmental harms facing Tennesseans.• Conducted comprehensive research on the potential impacts of fossil fuels and the energy industry on humans’ health.• Engaged in fieldwork to best establish researcher—community relationships and advance research objectives.
  • Vanderbilt College Republicans
    Club President
    Vanderbilt College Republicans Sep 2020 - Dec 2023
    Nashville, Tennessee, United States
    ∙ Manage, record and disburse club funds and provide accurate record keeping for university audits at Vanderbilt University’s largest conservative student-run organization.∙ Arrange bi-weekly events to increase fellowship among club members and engage other political campus organizations.∙ Secure political keynote speakers on the local and state level for university appearances to increase organizational visibility on campus.
  • Labaton Sucharow Llp
    Marketing And Client Services Intern
    Labaton Sucharow Llp Jun 2021 - Aug 2021
    New York, New York, United States
    ∙ Redesigned & implemented fresh data management systems in data team collaboration to ensure accurate client files and documentation at the firm, which has more than 200 institutional investor clients with a combined roster of $2.5 trillion in assets under management.∙ Coordinated the collection of transaction records for marketing team to create bi-weekly billing spreadsheets on advertisement campaigns, ensuring the proper management of company expenses and revenue.∙ Briefed firm partners to ensure accuracy in necessary data for maintenance of company master client list.
  • Office Of Congresswoman Nicole Malliotakis
    Congressional Intern
    Office Of Congresswoman Nicole Malliotakis May 2021 - Aug 2021
    New York City Metropolitan Area
    ∙ Processed casework requests made by constituents providing seamless flow in documenting hundreds of cases requiring congressional review.∙ Planned and managed local events with appearances by Congresswoman Malliotakis and staff to maximize constituent attendance along district boundaries.∙ Corresponded with constituents on outstanding inquiries to ensure timely notification of updates and outcomes on existing cases.

Alexander Wright Education Details

Frequently Asked Questions about Alexander Wright

What company does Alexander Wright work for?

Alexander Wright works for Blue Ocean Wealth Solutions

What is Alexander Wright's role at the current company?

Alexander Wright's current role is Financial Planner, Investment Adviser Representative.

What schools did Alexander Wright attend?

Alexander Wright attended Vanderbilt University, Cold Spring Harbor High School.

Who are Alexander Wright's colleagues?

Alexander Wright's colleagues are Dominick D'andrea, Blake Klein, Raymond Disunno, Jordan Plesser, Esq., James Henson, James Alex, Sukhraj Singh.

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