Alex Stanton | Personal Financial Advisor
800.323.9171, ext. 1008 email@example.com
Alex started on her path providing financial advice and services to clients in 2012. While finishing her Bachelors in Marketing degree at Carlson School of Management, she provided office and client support services for a financial advisor. She realized through this experience how challenging and rewarding financial services can be, and the impact it is possible to have on others in a positive way. The system has become so complex it can be challenging to navigate successfully without the assistance of a financial professional who is acting in your best interests. After college she began pursuing appropriate licensure and registrations, and in 2017 began serving clients in concert with Full Circle Financial senior financial planners.
Alex always has a smile on her face, and is a highly intuitive and caring individual. This translates through to her client experience and the highly personal relationships she is able to develop while serving her clients.
She chose to affiliate with Full Circle Financial, as an independent, fiduciary fee-based firm, because their approach to financial planning always starts with the client’s priorities and objectives, providing purpose to the numbers and a basis on which to make excellent recommendations. Full Circle Financial also provides strong internal support, and she appreciates their team work approach in using the knowledge and skills of all their advisors to assist one another.
Alex is registered with ProEquities, Inc., a nationally recognized securities broker/dealer who is registered with Financial Industry Regulatory Authority and the Securities Investor Protection Corporation. She is registered to practice in Minnesota. Alex is an Investment Advisor Representative, and General Securities Registered Representative, She is also licensed by the State of Minnesota as a Property/Casualty, Life, Accident, Long Term Care, and Health Insurance Agent.
Growing up all over the Twin Cities, Alex settled in South Minneapolis after college. She planning a wedding in January 2019 to her fiancé who owns and operates a successful food truck business. When she’s not helping on the truck in her spare time she enjoys movies, salsa dancing, traveling, cooking, and baking.