Meet Independent Financial Service’s newest team member, Alexander Ezra. Alex joined our team as a Paraplanner and Branch Associate in early June of 2019. Paraplanners assist Financial Advisors with goal planning, monitoring finances, preparing meeting material and taking vital notes during account reviews. Alex recently graduated from the University of South Florida with his Bachelors degree. He double majored in Finance and Personal Financial Planning with a minor in Marketing. We are so excited to see how his education can help him contribute to growing the relationships we share with our clients.
Alex enjoys camping, acting, and singing when he is not busy studying for his Certified Financial Planner exam. Along with his artistic abilities, Alex can play the piano, guitar, and ukulele! How impressive is that?! Alex’s favorite book series to read is Harry Potter by J.K. Rowling. He also enjoys being active outside by playing volleyball, longboarding, and watching the Clearwater Threshers. Alex is a twin who was homeschooled for all of his school career. He has one pet, a dog named Angel.
Alex’s favorite quote:
“We are mirrors whose brightness is wholly derived from the sun that shines upon us.” – C.S. Lewis