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ALEX SMITH

FINANCIAL ADVISOR

EXECUTIVE DIRECTOR-INVESTMENTS, PORTFOLIO MANAGER

ALEX SMITH

Contact Info

o.  212 667 4145

f. 212 667 4375

Registered In
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Grand Central Private Client Group

Biography

As an Oppenheimer Financial Professional I align each client's unique goals, values, and needs with holistic planning and design of investment and insurance strategies. I use an in-depth discovery process that leads to a true understanding of each client's specific situation, time horizon, and risk tolerance. I focus on growing and protecting the assets of high net worth clients (individuals, families, corporate executives, and businesses), including leveraging the resources and leadership at Oppenheimer to help clients pursue goals and solve complex financial issues.