Alexander Barnes, CFP
Fort Mill
Summary
Professional wealth management specialist with significant experience in financial planning, investment strategies, and client relationship building. Strong focus on team collaboration and achieving results with flexibility to adapt to changing needs. Skilled in portfolio management, risk assessment, and wealth preservation. Reliable and results-driven, with client-centric approach and excellent communication abilities.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Wealth Advisor
Cornerstone Wealth Group
01.2013 - 05.2025
- Elevated overall team performance by mentoring junior advisors on best practices in wealth management and client relations.
- Assisted clients in navigating complex financial situations, such as divorce or inheritance, by providing expert advice and compassionate support.
- Increased client satisfaction by providing customized wealth management solutions tailored to individual needs.
- Frequently reviewed client accounts and plans to understand if economic changes or situational concerns necessitate changes in financial plans.
- Served as a trusted advisor to high-net-worth individuals, fostering loyalty through consistent delivery of exceptional service.
- Collaborated with cross-functional teams to deliver holistic financial planning services that addressed all aspects of a client''s financial life.
Senior Financial Services Officer
North Carolina State Employees Credit Union
01.2009 - 01.2013
- Delivered exceptional customer service through prompt response times, clear communication, and a thorough understanding of client objectives.
- Handled escalated client concerns diplomatically, finding satisfactory resolutions while adhering to company policies.
- Identified cross-selling opportunities and promoting additional financial products to clients.
- Improved customer satisfaction with timely resolution of account inquiries and issues.
Education
Certifiend Financial Planner
Central Piedmont Community College
Charlotte, NCBachelor of Science - PRTM & Business
North Carolina State University
Raleigh, NC11-2009
Skills
- Reporting and analysis
- Cash flow management
- Insurance planning
- Retirement planning
- Wealth preservation
- Alternative investments
- Estate planning
- Private equity investments
- Behavioral finance
- Tax planning
Certification
- CFP - Certified Financial Planner
- Series 6, 66 licensened
- Insurance licensed in LTC, Health, and Property and Casualty
Timeline
Wealth Advisor
Cornerstone Wealth Group
01.2013 - 05.2025
Senior Financial Services Officer
North Carolina State Employees Credit Union
01.2009 - 01.2013
Certifiend Financial Planner
Central Piedmont Community College
Bachelor of Science - PRTM & Business
North Carolina State University
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