
Cfp Alexandra Rooney
Since 1993, Main Street Research has prided itself on offering a comprehensive and customized full-service private wealth management... | New York, New York, United States
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Cfp Alexandra Rooney’s Emails al****@kl****.com
Cfp Alexandra Rooney’s Phone Numbers No phone number available.
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Cfp Alexandra Rooney’s Location New York, New York, United States
Cfp Alexandra Rooney’s Expertise Since 1993, Main Street Research has prided itself on offering a comprehensive and customized full-service private wealth management experience for our clients based upon trust, experience, client service all while leveraging today’s latest technology. Comprehensive wealth planning catering to our client’s goals and needs is key to our process, which also helps to drive each client’s investment mandate. We provide personalized advice centered around cash flow analysis, retirement, education, estate, gifting (incl. charitable), insurance, and tax planning. Our services are also integral to those individuals and families experiencing life transitions. Our global investment strategy with a focus on Active Risk Management for preservation of client’s wealth is integral to our success and long-term performance and helps us to navigate today’s complex global financial markets. I look forward to sharing more about our team’s capabilities and offering with you. Please feel free to reach out directly at any time! [email protected] ms-research.com 203.904.9483 https://www.ms-research.com/disclosures/important-disclosures
Cfp Alexandra Rooney’s Current Industry Main Street Research
Cfp
Alexandra Rooney’s Prior Industry
Wolf Group Capital Advisors
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Klingenstein Fields Wealth Advisors
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Klingenstein Fields Advisors
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Scs Financial
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Revolve Wealth Partners
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Main Street Research
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Work Experience

Main Street Research
Private Client Advisor
Mon Jul 01 2024 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Revolve Wealth Partners
Senior Wealth Advisor
Sat Apr 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Jul 01 2024 00:00:00 GMT+0000 (Coordinated Universal Time)
Scs Financial
Senior Client Advisor
Mon Feb 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Apr 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)
Klingenstein Fields Advisors
Wealth Planning and Client Service Liaison
Wed Jan 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Feb 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time)
Klingenstein Fields Wealth Advisors
Wealth Planning Analyst
Sat Sep 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jan 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time)
Wolf Group Capital Advisors
Associate Financial Advisor
Tue Nov 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Sep 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
Wolf Group Capital Advisors
Investment Financial Analyst
Sun Jun 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Oct 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)