Alexandra Parker

Relationship Advisor, CFP®, AAMS™

Alexandra Parker is a Relationship Advisor for Marotta Wealth Management.

After growing up in California, she graduated from the University of Virginia with a BA in English and American Politics. For four years, she worked in hospitality before beginning a career in the financial services industry. Alexandra spent five years at CFA Institute, doing work in support of their Professional Conduct Program, and then was the executive assistant to a hedge fund for six years. Realizing she missed working personally with clients, she eagerly joined Marotta Wealth Management in 2020 as a client relationship advisor. She has been an avid reader of Marotta on Money since 2011.

Alexandra currently lives in Charlottesville with her husband and two sons. In her spare time, she enjoys dance fitness, hiking, swimming, attending kids’ sports activities, time with friends, house projects, cooking, and exploring Charlottesville.

 


Credentials

CERTIFIED FINANCIAL PLANNER™

The CFP® certification is the recognized standard of excellence for competent and ethical personal financial planning.

For more information about this designation, see the CFP Board website.

Accredited Asset Management Specialist ®

The Accredited Asset Management Specialist® designation represents a mastery of the asset management process and an agreement with their code of ethics.

For more information about this designation, see the College for Financial Planning website.

NAPFA-Registered Financial Advisor

This membership represents the highest standard of fiduciary duty in the financial services industry.

For more information about this membership, see the National Association of Personal Financial Advisors.

 


Specialties


Latest Articles

How to Calculate Fair Market Value if the Date of Death Is on a Weekend?
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Calculating the fair market value of property varies in difficulty depending on the type of property and the date of death.

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