Alexandra Marston, Aams, Cpfa

Alexandra Marston, Aams, Cpfa Email and Phone Number

Financial Advisor @ UBS
Saint Paul, MN, US
Alexandra Marston, Aams, Cpfa's Location
Greater Minneapolis-St. Paul Area, United States, United States
Alexandra Marston, Aams, Cpfa's Contact Details

Alexandra Marston, Aams, Cpfa personal email

n/a

Alexandra Marston, Aams, Cpfa phone numbers

About Alexandra Marston, Aams, Cpfa

Alexandra Marston is a Financial Advisor with CHMC Wealth Management at UBS Financial Services. She began her career in 2014 after many years of experience in management, consulting and excellent customer service. Her focus is on delivering a full range of wealth services as part of a wealth management strategy for high-net-worth individuals, families, and business owners to help them meet all of their financial goals. Alexandra follows a disciplined model for financial advising and client service. She is committed to helping her clients work through issues and identify opportunities that address their needs and aspirations. Given daily changes in the economic and political climate, Alexandra relies on top global research and market analysis to help her offer flexible and timely responses. By focusing on serving the client’s financial needs, she enables clients to focus on their other life priorities. Alexandra is a graduate of the University of Minnesota, Twin Cities, with a B.A. in Interpersonal Communication and an emphasis on pre-medical studies. She is curious by nature and is continuously looking to learn something new in order to share that knowledge. She was active during her youth in music and continues to sing and play the violin and piano in her free time. She spends as much time outdoors as possible, loves reading, yoga, golf and can often be found exploring new restaurants or the grocery store in pursuit of her next culinary adventure./*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Alexandra Marston, Aams, Cpfa's Current Company Details
UBS

Ubs

View
Financial Advisor
Saint Paul, MN, US
Website:
nyftyfitness.com
Employees:
28
Alexandra Marston, Aams, Cpfa Work Experience Details
  • Ubs
    Financial Advisor
    Ubs
    Saint Paul, Mn, Us
  • Ubs
    Financial Advisor
    Ubs Jul 2021 - Present
    Zurich, Ch
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Jul 2014 - Jul 2021
    New York, Ny, Us
  • Zelo, Inc.
    Management | Customer Service | Sales | Training
    Zelo, Inc. Dec 2005 - Jul 2014
  • Alexandra Marston Consulting
    Technical Writer | Editor | Consultant
    Alexandra Marston Consulting Sep 2010 - Oct 2013
  • Vander Zanden Inc.
    Office Administrator | Customer Service
    Vander Zanden Inc. Jun 2006 - May 2013
  • Tact Laser Spa
    Office Manager | Sales |Customer Service
    Tact Laser Spa Jun 2004 - Jul 2005

Alexandra Marston, Aams, Cpfa Skills

Leadership Estate Planning Writing Team Building Public Speaking Small Business Financial Management Retirement Planning Sales Relationship Management Communication Investment Advisory Strategic Planning Financial Services Relationship Building Marketing Supervisory Skills Leadership Development Training Editing Change Management Customer Service Collaboration Personal Financial Planning Management Project Management Coaching Strategic Communications Research Tax Efficiency Tax Advantaged Investment Strategies Organization Analysis Organization Skills

Alexandra Marston, Aams, Cpfa Education Details

  • University Of Minnesota System
    University Of Minnesota System
    Bachelor'S Degree
  • Santa Clara University
    Santa Clara University

Frequently Asked Questions about Alexandra Marston, Aams, Cpfa

What company does Alexandra Marston, Aams, Cpfa work for?

Alexandra Marston, Aams, Cpfa works for Ubs

What is Alexandra Marston, Aams, Cpfa's role at the current company?

Alexandra Marston, Aams, Cpfa's current role is Financial Advisor.

What is Alexandra Marston, Aams, Cpfa's email address?

Alexandra Marston, Aams, Cpfa's email address is al****@****ubs.com

What is Alexandra Marston, Aams, Cpfa's direct phone number?

Alexandra Marston, Aams, Cpfa's direct phone number is 161238*****

What schools did Alexandra Marston, Aams, Cpfa attend?

Alexandra Marston, Aams, Cpfa attended University Of Minnesota System, Santa Clara University.

What are some of Alexandra Marston, Aams, Cpfa's interests?

Alexandra Marston, Aams, Cpfa has interest in Leadership, Writing, Technology, Baking, Reading, Health, Children, Cooking, Gardening, Communication.

What skills is Alexandra Marston, Aams, Cpfa known for?

Alexandra Marston, Aams, Cpfa has skills like Leadership, Estate Planning, Writing, Team Building, Public Speaking, Small Business Financial Management, Retirement Planning, Sales, Relationship Management, Communication, Investment Advisory, Strategic Planning.

Who are Alexandra Marston, Aams, Cpfa's colleagues?

Alexandra Marston, Aams, Cpfa's colleagues are Flloyd Rewa, Ethan Harro.

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