LPL Financial
Alexander Teodoro, AAMS®, AWMA, AIFA, CIMA®, currently serves as Principal and Wealth Advisor at LPL Financial since January 2002, focusing on proactive wealth management and dynamic financial planning for individuals, families, and business owners, as well as investment management consulting for non-profit foundations and associations. Prior experience includes serving as Associate Vice President and Financial Advisor at Morgan Stanley, where Alexander provided financial planning and wealth management services to individuals and families, as well as consulting to non-profits and businesses, and as a Financial Consultant at Merrill Lynch, focusing on financial planning for individuals and non-profit entities. Alexander Teodoro holds several prestigious designations and has earned degrees in wealth management, investment management consulting, economics, finance, geography, and political science.
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