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portrait of Alex Sherman
FINANCIAL ADVISOR

Alex Sherman

526 Hwy 120 E Suite 1, Pottsboro, TX 75076opens in a new window
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About Alex

I invest in people. That is my professional mantra.

I am passionate about explaining how investments work and why my clients have what they have so they can be confident that they are on track to achieving all their needs, wants, and wishes. I often hear from clients that they appreciate how I break down complex topics into easy-to-understand principles. I partner with my clients in a way that is approachable and open for people to express themselves, ask questions and learn.

My branch office administrator, Stephenie, is an extension of the service experience that I provide to our clients. Making...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Business Retirement Plans
  • Employee Stock Options

Work History

  • Edward JonesSeptember 2016 to Current

Education

  • Dallas Baptist UniversityMaster of Business Admin
  • Dallas Baptist UniversityBachelors

Personal Interests

  • Music
  • Cooking
  • Golfing
  • Scuba Diving
  • Motorcycles

Team Members

  • Stephenie Hudek
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Phone

(903) 786-7088

Fax

(888) 815-2537

Office Address

526 Hwy 120 E Suite 1
Pottsboro, TX 75076opens in a new window

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