Alex Ortiz is a client service associate who plays an important role in day-to-day client interactions and ensuring that all client needs are met with efficiency and care. He works closely with our financial advisors to optimize operations, handle inquiries, and provide timely, high-quality service to clients. Alex has a deep understanding of the role financial advisors play in contributing to their client’s future, as well as an appreciation for the trust clients put in our team when it comes to planning for their future.
Keeping up with the dynamic and ever-evolving financial landscape is imperative to understanding client needs. Because of this, Alex is dedicated to continuous learning, and staying informed of any economic and financial factors that may affect a client’s financial planning and decision making. This strong drive to learn and client care makes Alex a valuable asset to the team.
Alex has a Bachelor’s degree in economics in Sewanee: The University of the South, and a Series 66 license. While at Sewanee, Alex discovered his passion for finance and economics, as well as a gratification in building relationships with his fellow students and professors. This appreciation for connecting with others and passion for finance helps Alejandro excel in his role as a client service associate. He enjoys the opportunity to apply both analytical thinking and interpersonal skills in his day-to-day responsibilities. In his free time, Alex loves going to the beach or fishing with his friends, as well as enjoying quality time with family.
