Scott R. Alexander Biography

Scott R. Alexander, MBA, CLU®, LUTCF®, has over two decades of experience providing financial services and insurance protection to individuals, families and businesses. He graduated from Brigham Young University majoring in Business and Communications. He earned his MBA from the University of Redlands in Finance and Economics and was selected for membership in the elite Whitehead Leadership Honor Society. After graduating cum laude with distinction he went on to attend American College, Bryn Mawr, Pennsylvania earning his CLU® and LUTCF® designations.

In his position as CEO and Founder of Alexander Financial Strategies and Insurance Services he has directed the company from its first client to its current base of over 1,000. This growth has been proliferated primarily by client referrals. Alexander Financial Strategies and Insurance Services has provided over 170 Million Dollars of insurance protection to those depending on their financial expertise. One of the markers of a company’s success is the loyalty of its clients.

In 1995 Scott became a member of MDRT* (Million Dollar Round Table). This group is comprised of 1% of the most successful Financial Professionals in the world. He has qualified for inclusion in MDRT every year since. He is a member of the National Association of Insurance and Financial Advisors (NAIFA), supporting local, regional and national chapters. He is also a member of the Society of Financial Planning Professionals. Scott has specialized in preparing his clients for retirement no matter where they are positioned on the retirement pathway. He is a respected and sought after speaker on this and other financial topics, both in the industry, business world and by various community groups both nationally, as well as in international settings.

His passion for gaining and sharing knowledge has expanded into education, and he has served as an Adjunct Professor of Graduate Studies in Finance and Economics, where he was nominated for teacher of the year. Scott has also been credited with assisting an accredited university in design and creation of their Finance, Investment and Management Graduate School and Annuity curriculum.

Scott Alexander works hard for his clients and considers his interaction with other recognized professionals as an important strength and benefit in providing his clients with timely information and strategies to reach their financial goals. His passion for goal setting is evident in the way he runs his life and his business. Daily, weekly, monthly and yearly planning have proven him very successful. He is a firm believer in “Begin with the end in mind.”

Scott looks forward to working with you to build a better finanical future for you and your family.

*MDRT, The Premere Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Disclosure

Scott Alexander is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #2615633), AZ, CA (CA Insurance License #0B40437), CO, FL, GA, ID, IN, MD, MI, MO, MT, NC, ND, NE, NV, OH, OK, OR, SC, TN, TX, UT, VA, WA, and WI. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Scott Alexander is licensed and authorized to offer insurance in California and Arkansas, but ALEXANDER FINANCIAL STRATEGIES AND INSURANCE SERVICES may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

Scott Alexander is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 18040 Calvert St, Encino, CA, 91316, 661-582-6022. In this regard, this communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, FL, GA, ID, IN, MI, MT, NC, ND, NE, NV, OH, OK, OR, SC, TN, UT, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Scott Alexander is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AR, AZ, CA, CO, CT, FL, GA, ID, IN, MI, MT, NC, ND, NE, NV, OH, OK, OR, SC, TN, UT, WA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

ALEXANDER FINANCIAL STRATEGIES AND INSURANCE SERVICES is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither ALEXANDER FINANCIAL STRATEGIES AND INSURANCE SERVICES nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

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