Personal Financial Advisor
Rochester and Edina, Minnesota Offices
1.800.323.9171 ext 5 | firstname.lastname@example.org
9531 W 78th St. Suite 140 | Eden Prairie, MN 55344
Alex Stanton started on her path providing financial advice and services to clients in 2011.
While finishing her Bachelors in Marketing degree at Carlson School of Management, she provided office and client support services for a financial advisor. She realized through this experience how challenging and rewarding financial services can be, and the positive impact it is possible to have on others. The system can be so complex that it is challenging to navigate successfully without the assistance of a financial professional who is acting in your best interest. After college, she began pursuing appropriate licensure and registrations, and in 2017 began serving clients in concert with the financial planners at Full Circle Financial.
Alex always has a smile on her face and is an intuitive and caring individual. This translates through to her client experience and the personal relationships she is able to develop while serving her clients.
She chose to affiliate with Full Circle Financial, because their approach to financial planning always starts with the client’s priorities and objectives, providing purpose to the numbers and a basis on which to make appropriate recommendations. Full Circle Financial also provides internal support, and she appreciates their teamwork approach in using the knowledge and skills of their advisors to assist one another.
Growing up all over the Twin Cities, Alex and her husband Abraham settled in East Bloomington. They are expecting their first child in December of 2021. Abraham owns and operates a successful food truck and restaurant called La Tapatia. In her spare time, Alex enjoys spending time with her family, movies, salsa dancing with Abraham, traveling, cooking, and baking.
Alex is registered with United Planners, a registered broker/dealer, member FINRA/SIPC. She is registered to practice in Minnesota as an Investment Advisor Representative, and General Securities Registered Representative. She is also licensed by the State of Minnesota as a Property/Casualty, Life, Accident, Long Term Care, and Health Insurance Agent.