e: alex.waldron@raymondjames.com
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.
Alex plans to obtain his Ohio Life & Health Insurance and Series 7 licenses on his way to eventually obtaining his Certified Financial Planner (CFP) certification.
Alex currently resides with his girlfriend, Emma, in downtown Cleveland. Alex spends his free time enjoying time with friends and family, as well as activities such as golf, running, and card games.