Alex Rock - Certified Financial Planner
Alex Rock - Certified Financial Planner

Alex Rock - Certified Financial Planner

Offers remote services
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Offers remote services
Discounts available
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Introduction: My goal is to provide a customized approach to helping select families grow, protect, and transfer their wealth, delivering the best-in-class capabilities of the worlds largest investment firm through a boutique-like experience. As a financial advisor with Morgan Stanley, my goal is to allow you and your family to lead a happier, more productive and fulfilling life. I provide tailored advice on retirement planning, charitable giving, estate planning strategies, tax strategies, and investment optimization. About me: I've spent over a decade working in a variety of different roles within the insurance and investment management industry prior to joining Morgan Stanley. In addition, I have earned industry designations including the CFP® (Certified Financial Planner) and CIMA® (Certified Investment Management Analyst), offered through the Yale School of Management. Though originally from Columbus, OH, I’ve called D.C. home since 2015.
Overview

Hired 1 time

License verified

1 employee

3 years in business

Reviews

Customers rated this pro highly for professionalism, responsiveness, and value.

Exceptional 5.0

9 reviews

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Matthew M.

I used to think I would never need an advisor. I follow the market close enough that I can get solid returns. Alex has proven his skills and expertise from our first meeting. Not only is it a burden off of my shoulders but Alex has made sound and timely investments that align with my goals and risk tolerance. I have recommended Alex to all my friends, he will go above and beyond for his clients.
Aug 4, 2021
Evan F.

Alex is a knowledgeable financial advisor. He listens to what you want as his client, checks in with you, and strives to navigate the market especially during volatile times such as these. I would highly recommend him.
Jul 28, 2021
Leks G.

Alex has provided valuable planning insight from a number of different angles. While my initial focus in working with him was centered on investment discussions, he helped expand my thinking about planning to a number of other areas that are important and I did not know to even consider. He has a genuine personality and and I’ve enjoyed the relationship we’ve built over time.
Jul 26, 2021
Ali Z.

Alex is very attentive and listens to what we want and delivers on it. Highly recommend.
Jul 26, 2021
Tarak D.

Very professional and knowledgeable about Investments and financial planning.
Jul 26, 2021
Credentials
License

License Type: Broker (Securities) (MD)

License verified on 8/2/2021

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