Cfp Alexandra Swerz Cdfa Email & Phone Number | Alexandra joined UBS in 2013 and serves as a Senior Wealth Strategy Associate on the Halbfinger Group. Alexandra works with families to create customized investment plans to help grow and preserve clients’ wealth. As a Certified Financial Planner, Alexandra specializes in financial planning . Our financial planning process includes tailored financial plans, liability management, and insurance and long-term care reviews. As a Certified Divorce Financial Analyst, she helps couples before, during and after the complicated and emotional divorce process. These processes provide our team with a better understanding to best serve the needs of our clients' unique financial pictures and to help align their personal goals with their investment strategy. Our team partners with clients' other professional advisors, including include CPAs, estate planning attorneys and divorce attorneys to achieve a holistic, cohesive wealth management approach for our clients. Alexandra earned her B.S. from Vanderbilt University where she double majored in Psychology and Language and Literacy Studies. Alexandra is a Certified Financial Planner and Certified Divorce Financial Analyst. She maintains her Series 7 and 66 securities licenses as well as her life, accident and health insurance license. /*********/ **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.**

Cfp Alexandra Swerz Cdfa

Alexandra joined UBS in 2013 and serves as a Senior Wealth Strategy Associate on the Halbfinger Grou...
New York City Metropolitan Area, New York City Metropolitan Area, United States

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Cfp Alexandra Swerz Cdfa’s Email alexandra.cdfa@ubs.com

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Cfp Alexandra Swerz Cdfa’s Location New York City Metropolitan Area, New York City Metropolitan Area, United States

Cfp Alexandra Swerz Cdfa’s Current Industry Ubs

Cfp Alexandra Swerz Cdfa’s Prior Industry Schwartzapfel Advocates

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Work Experience

Ubs

Senior Wealth Strategy Associate

2013-07-01 00:00:00 - Present

Schwartzapfel Advocates

Paralegal

2012-05-01 00:00:00 - 2013-07-01 00:00:00

Skills

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Cfp Alexandra Swerz Cdfa is located at
New York City Metropolitan Area, New York City Metropolitan Area, United States

Cfp Alexandra Swerz Cdfa is a Alexandra joined UBS in 2013 and serves as a Senior Wealth Strategy Associate on the Halbfinger Group. Alexandra works with families to create customized investment plans to help grow and preserve clients’ wealth. As a Certified Financial Planner, Alexandra specializes in financial planning . Our financial planning process includes tailored financial plans, liability management, and insurance and long-term care reviews. As a Certified Divorce Financial Analyst, she helps couples before, during and after the complicated and emotional divorce process. These processes provide our team with a better understanding to best serve the needs of our clients' unique financial pictures and to help align their personal goals with their investment strategy. Our team partners with clients' other professional advisors, including include CPAs, estate planning attorneys and divorce attorneys to achieve a holistic, cohesive wealth management approach for our clients. Alexandra earned her B.S. from Vanderbilt University where she double majored in Psychology and Language and Literacy Studies. Alexandra is a Certified Financial Planner and Certified Divorce Financial Analyst. She maintains her Series 7 and 66 securities licenses as well as her life, accident and health insurance license. /*********/ **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.**