As a Financial Advisor with Haba Sherry Wealth Management, Alex works closely with the firm’s Generation 2.0 clients and rising professionals across a range of industries, delivering holistic wealth plans and advisory strategies that help them pursue their financial goals. With core competencies in financial planning, early-career wealth building, and equity compensation strategies, he brings a relatable and disciplined perspective to help younger clients build strong financial habits and navigate important early-career financial decisions.
Prior to joining the firm, Alex spent two years with JPMorgan Wealth Management. He graduated summa cum laude from Merrimack College, where he earned both a Bachelor of Science in Business Administration and a Master of Science in Finance. A former Division I baseball player, Alex holds numerous program records at Merrimack and competed in the Cape Cod Baseball League and the MLB Pipeline Development Program in Appalachia. He is a CERTIFIED FINANCIAL PLANNER® professional and holds FINRA Series 7, 65 and 63 licenses along with Life, Accident & Health insurance licenses. In his free time, Alex enjoys playing golf, coaching sports, and spending time with family and friends.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
