Our Team People first. Finances second.

Alex Greer - CFP®
Financial Planning Associate

Alex is a financial planning associate at Pathfinder Wealth Consulting. In this role, he assists the firm’s advisory team by running financial plans, performing client review meetings, and ensuring client needs are met.

Born and raised in Florence, SC, Alex earned a B.S. in Financial Management with an emphasis in Financial Planning and a minor in Accounting from Clemson University.  After graduating in May 2020, Alex relocated to Raleigh to work for Keystone Financial Partners and became a CERTIFIED FINANCIAL PLANNER™ professional in May of 2022. He enjoys working in an industry where he can help individuals reach different life goals every day.

In his free time, Alex enjoys spending time with friends and family, playing golf, and catching a ball game.

Professional Certifications, Licenses, and Designations:

  • CERTIFIED FINANCIAL PLANNER™ professional
  • North Carolina Notary Public

Professional Affiliations:

  • Financial Planning Association, Member
Alex and Family
Alex and Girl
Alex and Driftwood

Your Pathfinder Team In Cary

About Chris
Chris Walsh
Partner & Wealth Advisor
CFP®
About Jim
Jim Trull
Founder of Keystone Financial Partners
CFP®
About Alex
Alex Greer
Financial Planning Associate
CFP®
About Karen
Karen Brock
Financial Planning Associate
CFP®
About Stephen
Stephen Neubig
Client Services Associate

Your Pathfinder Team In Wilmington

About Rob
Rob Penn, Jr.
President & Wealth Advisor
CFP®, CRPS®
About Jason
Jason T. Wheeler
CEO and Wealth Advisor
CFP®, AIF®, CLU®, ChFC®
About John
John B. Zachary
Partner and Wealth Advisor
CFP®, CRC®
About Maggie
Maggie Ernst
Client Services Manager
About Katie
Katie Ann Henderson
Marketing Director
About John
John Lohse
Portfolio Analyst
CFA®
About Ross
Ross Allen
Associate Wealth Advisor
CFP®, EA, ATFA
About Pantelis
Pantelis Miliotis
Associate Wealth Advisor
CFP®
About Chad
Chad Slate
Associate Wealth Advisor
AIF®
About Davis
Davis Byrd
Financial Planning Associate
About Lindsay
Lindsay Wright
Client Experience Coordinator