Annette Alexander Email & Phone Number

Annette Alexander is the President/CEO and Wealth Advisor of Compass Wealth Solutions in Portland, Indiana. She earned a bachelor’s degree in legal administration and minor in business from Ball State University in 1995. She started her career in the financial industry in 1992 in Portland, Indiana where she married her husband, Jarrod. She worked for two different community banks until November of 1999 when she joined Raymond James and Associates. She became a registered Financial Advisor in April of 2000 providing clients with direction and guidance with their financial lives. Annette currently holds her Series 7, 9, 10, 31, 63, and 65 registrations, Insurance License, and the Certified Plan Fiduciary Advisor (CPFA) designation.In March of 2021, Annette made the decision to take her wealth management business independent with Osaic Wealth, Inc. (formerly Woodbury Financial). This transition provided her with more opportunities to serve her wealth management clients at a higher level of service, independence and flexibility. The creation of Compass Wealth Solutions allowed her team to focus on future growth and higher efficiencies for their clients. They have a diverse group of clients that include young professionals, midlife achievers, retirees and business owners. Planning, creating and investing for clients with a clearly defined path is what brings great pleasure to Annette and her team. Seeing clients live life to the fullest with a greater financial peace of mind is their ultimate goal. Annette is also excited to be serving a 2-year term on the Osaic National Advisory Board beginning in 2024.She knows the importance of giving back to her community as well by volunteering her time. She is the current President of the Portland Rotary Club and serves on the Golf Brook Estates Community Association board. She is a ministry partner and a children’s ministry volunteer at the Rock Church. She has been active in various organizations in the Portland area. These include the Altrusa Club, Arts Place, IU Jay Hospital Foundation, Jay County Chamber of Commerce, Jay County Humane Society and Jay-Randolph Developmental Services, Inc. When not serving clients or volunteering her time, she enjoys practicing yoga, traveling and spending time with family and friends, exploring the best gluten-free food items and restaurants, attending concerts and art events and playing in a women’s card club throughout the year.

Listed skills include Retirement Planning, Wealth Management Services, Investment Strategies, Personal Financial Planning, and 4 others.