Alexander Greer, CFP®

hr
Alex Greer, Financial Services Assistant | Keystone Financial Partners

Alexander Greer, CFP®

Financial Planning Assistant

Bio:

I was born and raised in Florence, SC. After graduating from Clemson University in May of 2020, I relocated to Raleigh to work for Keystone Financial Partners.

In my free time, I enjoy spending time with friends and family, playing golf, and catching a ball game. In addition, I am a loyal supporter of Clemson Athletics.

As Financial Planning Assistant, I assist our advisor team with running financial plans, performing client review meetings, and ensuring client needs are met. I earned my B.S. in Financial Management from Clemson University with an emphasis in Financial Planning and a minor in Accounting.

I became a CERTIFIED FINANCIAL PLANNER™ professional in May of 2022. I enjoy working in an industry where I help individuals reach different life goals every day.

Education:

  • Bachelor of Science in Financial Management with an emphasis in Financial Planning, Minor in Accounting
    Clemson University

Designation:

  • CERTIFIED FINANCIAL PLANNER™ professional
  • North Carolina Notary Public

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:
Country 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