We are pleased to announce the promotion of Alex Greer, CFP®, to Associate Wealth Advisor at Pathfinder Wealth Consulting in the Cary office.
Alex joined our team in May of 2020. He has demonstrated his industry expertise, commitment to Pathfinder values, and a passion for helping people along their financial journey. We are delighted to promote Alex to this position, and having him join the team of advisors at Pathfinder.
As the Pathfinder community expands, we recognize the demand for a new generation of financial advisors: individuals who resonate with the younger demographic while also boasting the proficiency to navigate complex financial scenarios and offer prudent counsel on diverse planning matters. We are confident that Alex embodies this blend seamlessly and will be of great value to the experience our clients.
Alex earned a B.S. in Financial Management with an emphasis in Financial Planning and a minor in Accounting from Clemson University in 2020. After graduating, he 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. Having worked closely with the advisors at Pathfinder, we see the transition from a Financial Planning associate to an Associate Wealth Advisor as an essential step for the growth of his career as well as the team.
Alex and his fiancée, Hannah, live in Apex and are excited to establish roots within the community. Outside of work, Alex enjoys spending time with friends and family, playing golf, and catching a ball game.
We value our relationship with you and have taken great care to create an outstanding team to assist you and your family over the years to come. We will continue to strive to provide the highest level of service while guiding you forward along life’s financial path.
If you would like to meet with Alex to discuss your financial needs, or want to help us congratulate him on his new position, feel free to reach out to him at alex@pathfinderwc.com. We also encourage you to visit his bio on our Team Page.