Alex Waldron, CFP®

Senior Registered Associate

Alex started with the Carver Financial Services team as an intern in the summer of 2023, before going back to receive his Bachelor of Business Administration with a major in Finance from The Ohio State University in May of 2024. Alex is originally from Bay Village, Ohio and has lived in the Cleveland area all his life.

During his internship, Alex assisted Registered Associates and Advisors with a variety of administrative and client support, including the data migration to the firm’s new CRM platform. In June of 2024, Alex rejoined the team as Client Service Associate. He recently obtained his Certified Financial Planner® designation and has been promoted to Senior Registered Associate.

Alex currently resides with his fiancé, Emma, in downtown Cleveland, with their new puppy, Elouise. Alex spends his free time enjoying time with friends and family, as well as activities such as golf, running, and card games.

Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors Inc. Carver Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services.

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