Alexandria Halstead, CFP®
Senior Financial Planner, Director of Personnel
Alexandria Halstead is a Financial Planner from New Jersey. Alex graduated from Rowan University with a BS in Entrepreneurship. She continued her education through The American College of Financial Services to complete the Certified Financial Planner® Certificate program and is currently working on the Chartered Financial Consultant® program. Alex currently holds her Series 6, Series 7, Series 63, and Series 65 licenses through LPL Financial as well as her Life, Health, Property, Casualty, and Variable Insurance licenses.
Alex’s primary role is helping individuals and families identify and work toward their financial goals through education and guidance on key areas in their financial lives. She believes in the importance of saving, investing, and goal-oriented planning. She also works with business owners, young adults just starting out, and those planning for or living in retirement.
Outside of her work, Alex enjoys time with her friends and family, traveling, and boating on the Chesapeake Bay.