AP

Alexander Price

Financial Advisor at WMS Partners

Alexander Price is currently a financial advisor at WMS Partners. Alexander previously worked at The Financial Consulate, Inc from April 2019 to November 2021 as a financial planner. From May 2017 to April 2019, they worked as an associate financial planner, where they were responsible for recording notes from client meetings, constructing retirement projections, assembling final plan documents, and retaining client records. Alexander also supported clients with tax preparation and filing. In January 2017 to May 2017, they worked as a tax support and financial planning intern at The Financial Consulate, Inc. Alexander is dedicated to providing excellent service to their clients and helping them achieve their financial goals.

Alexander Price graduated with a Bachelor's degree in finance from Towson University. Alexander then became certified as a financial planner (CFP) through the CFP Board.

Alexander Price reports to Todd M. Wickwire, CEO. They are on a team with Zakia K. Weber - Financial Advisor, Dan Feeser - Director, Investment Reporting, and Te'Chera St. Rose - HR Business Partner.

Org chart

Manager

Timeline

  • Financial Advisor

    Current role

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