Alex Weiss CFP®
Alex works closely with John Napolitano assisting individuals, families, and businesses in the development and execution of wealth management strategies. He also works with clients throughout the planning process, and is responsible for implementing tailored strategies solely based on their needs. He does this by coordinating the services of other professionals and subject matter experts who support his clients’ financial needs. Alex takes great pride in helping his clients by providing real clarity about every financial decision, and by coordinating the fractured advice clients receive from multiple sources.
Alex started his career in 2006 at Merrill Lynch as an intern supporting a team of advisors while completing his degree at Bryant University in Actuarial Mathematics. He worked diligently and eventually became registered as a financial advisor. In early 2010, after 4 years at Merrill Lynch, Alex joined U.S. Wealth Management and has been a resource to the team ever since.
Alex currently lives in the South End neighborhood of Boston.. He enjoys the city, traveling, and his family.
- CERTIFIED FINANCIAL PLANNERTM
- B.S. in Actuarial Mathematics (concentration in Finance) from Bryant University, Smithfield, RI
- Series 7 and 24 held with LPL Financial and Series 66 held with U.S. Financial Advisors and LPL Financial
- Life, Accident, & Health Insurance licenses