Alex McKenna

Registered Sales Assistant

Alex has worked in the financial services industry since 2011.  He began his career working with a primary focus on life, disability, and long-term care insurance.  Seeing his clients' need for a more comprehensive approach to their financial needs, Alex joined Equitable Advisors in 2013, obtaining his investment licenses.

Alex's philosophy is that the best strategies begin with a clear understanding the clients' personal, professional, and financial goals.  With this knowledge, a strategy can be put in place that is custom-tailored for each client and designed to be most efficient for the individual goals.  These strategies are regularly reviewed to ensure that the clients remain on track through all of life's changes.  Alex is focused on continued education and is excited to study and obtain professional designations in order to provide the highest level of knowledge and service.

Alex grew up and currently lives in Elyria, OH.  He and his family are big Cleveland sports fans who also enjoy fostering rescue dogs, participating in volleyball leagues, and staying active at a local Crossfit gym.  Alex is also currently volunteer coaching for 1st and 2nd graders in a local school district.

 


Alex McKenna offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.

Phone 440-746-8100
Fax 440-746-8111