Savvy Ladies Volunteers

Alexander Rotman CFP®

Volunteer’s Bio

I am a CERTIFIED FINANCIAL PLANNER™ bringing advanced planning and analytics to helping client reach their goals. I have more than 20 years of experience as a financial professional. Before joining Morgan Stanley in 2009, I worked at Legg Mason and Deutsche Banc Alex Brown.

I earned my BS in finance from Towson University and then continued my education with an MBA from Loyola University.

I speak fluent Russian. In my free time, I enjoy running with Athletes Serving Athletes and spending time with my wife, son and daughter.

Areas of Expertise (as specified by volunteer)

Investing;Retirement;Wealth Management

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