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Chelsea Alexander, Financial Advisor serving the Fort Worth, TX area - Ameriprise Advisors

Chelsea Alexander

Financial Advisor

Associate Vice President
Harper & Alexander Wealth Management
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 5 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

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

Education

  • Bachelor of Science, Texas Christian University

Awards & recognition

  • Five Star Wealth Manager, 2019-2023

Previous experience

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

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

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.