Alexander Greer, CFP®
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
