Alex Monroe, CEPA™
Your "Personal CFO" | Guiding You with Integrity
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Symphony Wealth Group Alex Monroe, CEPA™
Plano, TX
Serving Clients Nationwide
Your "Personal CFO" | Guiding You with Integrity
Areas of Focus
- Alternative Investments
- Banking
- Budgeting
- Buying a House
- Capital Gains
- Career
- Caregiving for Parents
- Cash Flow
- Choosing a Financial Advisor
- Coaching
- Compensation Planning
- Divorce Financial Planning
- Education Distribution Planning
- Education Needs and Funding Analysis
- Education Tax Deduction and Credit Planning
- Education Tax Planning
- Emergency Savings
- Employee Benefits
- Employee Stock Options
- Estate Planning
- Exit Planning
- Financial Life Planning
- Financial Therapy
- Insurance
- Investment Management
- Multi-Generational Wealth
- Owning a Business
- Retirement Planning
- Retiring Early (F.I.R.E)
- Saving
- Saving for College
- Setting Up Retirement Accounts
- Social Security
- Taxes
- Women & Wealth
About Alex Monroe, CEPA™
Alex Monroe serves as Senior Relationship Manager at Symphony Wealth Group, providing extensive experience in customer service and financial planning. Holding a BS in Human Sciences from The Texas Tech University Personal Financial Planning Program. He brings a solid foundation in understanding client needs and fostering a thoughtful and decisive environment.In his role, Alex leverages his expertise in Financial Planning principals and his natural analytical approach to help clients gain understanding of their personal goals and progress throughout their lifetime. He is a dedicated member of team SWG and thrives in a collaborative environment working in tandem with our Tax, Estate, and Risk Management teams to find solutions for our clients.
Alex is a Lubbock Native and proud Red Raider alumnus. He, his wife, two daughters, and three dogs live in Plano. Alex is an avid fly fisherman and passionate golfer in his free time.
Professional Designations
- Certified Exit Planning Advisor (CEPA)
Primary Location
5801 Headquarters Drive, Suite 100, Plano, TX 75024
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Fee Only
- Flat Fee
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form or give us a call to get in touch so we can set up time for an introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Symphony Wealth Group
At Symphony Wealth Group, we serve clients from all walks of life, offering premium guidance and solutions tailored to your unique aspirations. Experience financial planning in a way that offers you the financial confidence that comes with having your own “personal CFO” by your side.Our Mission
Our mission is to achieve financial harmony, one note at a time. We believe that financial planning should be as harmonious and fluid as a symphony, where every element works together to create a balanced and fulfilling financial journey. Our commitment to this mission is built on the foundation of trust and confidence, which are the core values that guide our interactions with every client.
Your Trusted Partner
At Symphony Wealth Group, trust and dependability are at the core of our practice. Our concierge-level services, coupled with a full suite of in-house financial solutions, allow every aspect of your financial picture to be addressed. We are committed to building relationships based on shared experiences and values, caring deeply about your life and future.
An Experienced Team
Founded in 2023, Symphony Wealth Group brings together a team of experienced professionals with deep roots in the financial industry. Although we are a newly established firm, our team members possess years of expertise and knowledge, allowing us to offer seasoned insights and innovative solutions. Our collective experience empowers us to guide you through the complexities of financial planning with confidence and clarity.
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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC (KPWS), an affiliate of Kestra IS. Symphony Wealth Group is not affiliated with Kestra IS or KPWS. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of KPWS may only conduct business with residents of the states and jurisdictions in which they are properly registered. For additional information, please contact our Compliance department at 844-553-7872.
Education
Texas Tech University, Bachelor of Science (BS), Personal Financial Planning
Hobbies and Interests
- Family
- Fishing
- Golf
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Gen Y / Millennials
- Individuals
- Intergenerational Families
- Living in Retirement
- Parents
- Young Families
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