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portrait of Alexandra A Smith
FINANCIAL ADVISOR

Alexandra A Smith

CFP®
611 S Congress Ave Suite 250, Austin, TX 78704opens in a new window
CallSend Me a Message

About Alexandra

- Education. Empathy. Empowerment -
These are my three core values as a person and as a financial advisor. I believe education is power and I care about instilling financial literacy in my clients. I also believe empathy matters in the behavioral coaching side of money management; we each have our own unique stories and relationships around money that impact how we manage it. Lastly, I believe organizing your finances, getting a plan in place and partnering together to help keep you on track is going to help empower you to make financial decisions that are aligned with your values and...

Focus Areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Sustainable investing
  • New Investors
  • LGBTQ+ Finances

Work History

  • Edward JonesSeptember 2019 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Texas Christian UniversityBachelor of Science

Personal Interests

  • Dancing
  • Health & Nutrition
  • Social Responsibility
  • Podcasts
  • Traveling

Team Members

  • Jamie McEntire
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(512) 292-7500

Fax

(877) 617-0499

Office Address

611 S Congress Ave Suite 250
Austin, TX 78704opens in a new window

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