U.S. Wealth Management Newport
174 Bellevue Avenue, Suite 218
Newport, RI 02840
About Jeffrey Alexander
Jeffrey joined U.S. Wealth Management (USWM) as a Wealth Manager with over 20 years of experience in the financial services industry. Jeffrey prides himself on delivering personalized plans for each individual client. Throughout an extensive discovery process, Jeffrey customizes wealth management strategies based on the client’s needs and objectives. This process helps him address any anxiety about the financial planning process, providing comfort and confidence that the client’s financial goals are aligned. Once complete, Jeffrey works with a team of specialized experts across the spectrum of wealth management in order to provide his clients a true roadmap with clear milestones and the confidence of knowing they are making informed financial decisions.
Prior to joining USWM, Jeffrey worked as the Vice President of Financial Consulting at Citizens Bank. During his years at Citizens bank, he was consecutively recognized as a Five Star Wealth Manager* by Rhode Island Monthly Magazine. Additionally, Jeffrey has worked as a Financial Consultant with Sovereign Bank as well as American Express, where he worked as a Senior Financial Advisor for over 12 years.
Jeffrey and his wife Karen live in Portsmouth, Rhode Island with their two children, Sarah and Gabriella. Jeffrey loves seeing the world through his children’s eyes and enjoys going on day and weekend adventures with his family. He loves golfing, playing basketball, and reading. His favorite thing to do is explore his favorite city, Boston and enjoy a Red Sox game with his family.
- BS in Business Administration, Northeastern University
- Series 7 & 63 registered with LPL Financial and Series 66 registered with both LPL Financial and U.S. Financial Advisors.
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012/2013/2014 Five Star Wealth Managers.