Alex conducts his role as office manager and client relations specialist for Morgan-Aly Wealth Management Group with courtesy as a top priority. His approach to assisting clients with their unique needs involves acute attention to detail and intrapersonal skills, owing to his background in the medical field. He develops close relationships with clients to ensure their trust in his practice.
Alex graduated from Queen Elizabeth Community College, having maintained A-levels in math, physics, chemistry, history, psychology, law and philosophy during his time there. He has been working with Morgan-Aly for over eight years.
On a day-to-day basis, Alex handles client needs in the front office, answering phones and conducting administrative duties to keep the practice running smoothly. He works closely with financial advisors to ensure proper coordination and support.
Outside of the office, Alex works in his local community to help bring healthcare to those in need. His hobbies include hiking, cooking and writing.
Originally from Devon, England, Alex currently resides in Milwaukee, Wisconsin, with his wife, Alyssa.