Advisor profile


My approach

This isn’t a career — it’s a calling for me.

My entire career has been built on the planning. I believe most planning involves buying automobiles, buying homes, owning real estate and investment securities.

Over the last 12 years, I’ve worked in the securities industry including Merrill Lynch, starting at the Private Bank.

I believe my knowledge of financial planning isn’t just from books; it’s from real-life experiences involving financial planning.

Areas of focus

  • Investment Management
  • Retirement Income Strategies
  • Family Finances
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Retirement Plan Distribution
  • Insurance
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
  • Investments
  • Women's Financial Strategies
  • Christian Financial Strategies
  • Charitable Giving
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Bachelor of Science, Texas Christian University

Interests

Faith: I believe faith and finance go hand-in-hand. We all need hope and a vision for our future, and I believe that faith is one of our greatest tools to achieve that.

Family: Family is what we do it all for — whether you’re taking care of a parent, a child, even a fur baby — we all have reasons we do what we do, and most of the time, it’s our family. You’ll find that I talk the most about my family. My husband and my two children are the stars of my life.

Friends: Here’s how I’m different. Some financial advisors have clients — I have friends. I’m in the fortunate position to walk side-by-side you in your life.

Community participation

It's an honor and privilege to serve the community. Here are some of the organizations and initiatives that are important to the Alexander family:

  • Doxology Bible Church
  • March of Dimes
  • Junior Achievement
  • YMCA
  • Tarrant Area Food Bank
  • TCU - Advisory Board

Awards & recognition

  • Five Star Wealth Manager, 2019 and 2020 in Texas Monthly

Previous experience

  • Financial Advisor, Senior Portfolio Advisor -- Merrill Lynch, 2008-2019, Fort Worth, TX