
Shawna Alexander Cdfa
As wealth management advisors, we help you meet your financial objectives and build your wealth by listening to... | Greater Houston, Greater Houston, United States
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Shawna Alexander Cdfa’s Emails sa****@ml****.com
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Shawna Alexander Cdfa’s Location Greater Houston, Greater Houston, United States
Shawna Alexander Cdfa’s Expertise As wealth management advisors, we help you meet your financial objectives and build your wealth by listening to your personal goals and offering an effective approach to achieve them. We consider your whole life, taking time to fully understand who you are and what matters most to you. With this intimate knowledge about your goals and aspirations we are able to help you establish objectives and develop an appropriate strategy that draws upon the breadth and depth of Merrill Lynch. CERTIFIED DIVORCE FINANCIAL ANALYST® - (CDFA®) Divorce presents new challenges, often requiring that you reevaluate aspects of your life. A primary concern, for example, is the desire to achieve a secure financial future for yourself, your children and your loved ones. While divorce can have a major impact on your life and finances, there is no reason you can’t pursue long-standing goals while setting new ones. And, as a Financial Advisor with the Certified Divorce Financial Analyst® (CDFA® ) designation, I have additional training to help you build a wealth management strategy that can address your short term needs and long term objectives. Additional potential benefits of working with a CDFA®-credentialed advisor during a divorce may include saving time and money, avoiding financial pitfalls during and post-divorce as well as gaining a better understanding of the financial implications of the divorce process. The CDFA® designation is awarded by The Institute of Divorce Financial Analysts™. This credential is presented exclusively to individuals trained to provide advice on financially equitable divorce settlements. My CDFA® certification is one more way I can help you integrate the pieces of your financial life. If you’d like to discuss how I can help support you as you navigate the divorce process, please call at your convenience: 281-364-4433
Shawna Alexander Cdfa’s Current Industry Merrill Lynch Wealth Management
Shawna
Alexander Cdfa’s Prior Industry
Merrill Lynch Wealth Management
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Merrill Lynch Wealth Management
Financial Advisor
Tue Oct 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Present