Alex joined Carroll Financial Associates, Inc. in April of 2019. She previously worked for 9 years at a small financial planning firm in Charlotte, NC. She currently holds a series 7 license and NC Life Insurance license.
Alex focuses on helping her clients understand the path to retirement.
Alex is a native of Charlotte and currently resides in Matthews with her husband, Morgan, and their two daughters, Addison and Kensleigh. They enjoy spending time outside as a family and traveling within the United States.