Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandra? Claim Your ProfileAlexandra Crew Reeder is a Certified Financial Planner™ and has been working in the financial services industry since 2015. Alexandra is currently registered with Tolleson Private Wealth Management and is based in Dallas, Texas. Previously, Alexandra worked at Deloitte, Ernst & Young, and DCA Accountants and Business Advisors. Alexandra’s experience includes working with clients of all types, including high-net-worth individuals, charitable organizations, and pooled investment vehicles. Alexandra offers a variety of services, including financial planning, investment management, and selection of other advisers.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Investment due diligence and monitoring
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TX
02/15/2024 - Present
Tolleson Private Wealth Management (DALLAS TX)
Active
Inactive
Not sure Alexandra Reeder is the right advisor for you? Invested Better is here to help.
