In his role as a Financial Planner at LPL Financial, an affiliate of LPL Enterprise, Alex supports Olive Branch Wealth in developing and executing comprehensive financial plans. As a member of the LPL Paraplanning Services team, Alex partners with advisors to deliver financial planning support by providing detailed data analysis and cultivating planning strategies to help advisors assist clients in pursuing their financial goals. 

Alex’s career began in 2019 where he served various roles in financial planning, and wealth management prior to joining LPL Financial in 2025. Alex received his Bachelor of Arts in Business Administration with a concentration in Finance from Southern Connecticut State University. Alex holds Series 7 and Series 65 FINRA Licenses.

Prior to joining LPL, he spent time as an associate at Morgan Stanley, International Assets Advisory, and Lead Onboarding & Retention at Right Capital.