Alex Greer

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Keystone_webportrait_AlexG2020

Alex Greer

Client Service Associate

Bio:

I was born and raised in Florence, SC. After graduating from Clemson University, I relocated to Raleigh to work with Keystone Financial Partners.
In my free time I enjoy being outdoors, playing golf, watching sports, watching movies, and spending time with friends and family. I am a loyal supporter of Clemson athletics and enjoy attending Tiger football games.

I began working as a Client Service Associate with Keystone Financial Partners in May 2020. As Client Service Associate, I assist our clients with questions regarding their accounts as well as help in preparing client review materials and paperwork for account service and money movement. I earned my B.S. in Financial Management from Clemson University with an emphasis in Financial Planning and a minor in Accounting. Specializing with the emphasis on Financial Planning, I will be eligible to sit for the CERTIFIED FINANCIAL PLANNER™ exam in November 2020.

Education:

  • Clemson University, B.S. in Financial Management with an emphasis in Financial Planning, Minor in Accounting

Personal Points:

Can’t Be Interrupted When:
Atlanta Braves are Playing

Favorite Golf Course:
True Blue Golf Club, Pawley’s Island, SC

Cued Up On the Driving Playlist:
County Music/Bluegrass

Favorite Vacation Spot:
Pawley’s Island, SC

Favorite Weekend Past Time:
Grilling with Friends & Family

Eagerly Anticipating:
Clemson Football

Most Fascinating City:
Denver, CO

Don’t Mind Getting Lost In:
Books on Sports History