As the Director of Marketing, Alex is responsible for supervising and managing PFS Wealth Management Group’s Marketing Team, as well as overseeing the company’s marketing strategy. This includes developing and implementing PFS’s annual marketing plan, focusing on every step of the marketing funnel, from initial lead generation and nurturing, to the sales process, to client retention and referral programs.
Alex oversees and tracks all marketing-related budgetary expenditures and closely monitors the return on investment for each expenditure to ensure company profitability.
Alex also plans and orchestrates all PFS Wealth Management Group events. This includes our public informational seminars, client referral events and client appreciation events.
Alex manages the company website, and also develops and executes all inbound and outbound marketing initiatives.
Before joining PFS Wealth Management Group, Alex was a project manager with more than seven years of professional experience in the financial industry.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@pfswealthgroup.com or call us at 888-314-PLAN today!
***Must be at least 55 yrs old with a minimum $250k in current investments
Privacy Policy | Terms of Use | Form CRS
Insurance products are offered through the insurance business PFS Wealth Management Group. PFS Wealth Management Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by PFS Wealth Management Group are not subject to Investment Advisor requirements.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
Any references to protection benefits, safety, security, or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. The firm is not affiliated with the US government or any governmental agency. 2080072 - 11/23