Alex Wheeler, CPWA®, is a Senior Vice President at Robert W. Baird & Co., where they provide financial advice, retirement planning, and estate planning to a diverse clientele, including individual retirees, investors, endowments, foundations, and institutions. Prior to this role, Alex served as Second Vice President at Morgan Stanley from 2000 to 2011. Alex obtained a Bachelor's degree in Mechanical Engineering from the University of Utah, completing their education in 1994.
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