Alex Black, CFP®, MBA, is a Senior Wealth Advisor at CLA (CliftonLarsonAllen) since 2024, bringing a wealth of experience in financial consulting and advisory roles. Previously, Alex held positions at Fidelity Investments, Merrill Lynch Wealth Management, and JPMorgan Chase & Co., among others, showcasing a diverse background in wealth management and financial planning. Alex earned a Master of Business Administration in Finance from Tiffin University and a Bachelor's Degree in Accounting and Finance from The University of Toledo.
Location
Toledo, United States
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