Alex S. BeanClient Advisor

Alex joined Crestwood in 2024 as a Client Advisor.

As a member of the Wealth Management team at Crestwood, Alex partners with clients to identify their financial goals, analyze their current financial state, and build a holistic financial plan that is most suitable to their specific circumstances. Alex has more than five years of experience in the financial services industry and has passed the Series 7, Series 65, and Series 63 examinations at prior employers.

In 2021, Alex completed her MBA with a concentration in Business Analytics from UConn. Prior to that, she earned her BA in Economics at Wesleyan University in Middletown, CT and graduated from Milton Academy in 2007.

Alex was raised in Milton, MA and now resides in Darien, CT. Outside of the office, Alex enjoys skiing, golfing, and officiating youth hockey games.

Start typing and press Enter to search