Alexandra Parker

Former Employee

Alexandra Parker was 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. She was an avid reader of Marotta on Money since 2011.

Alexandra worked with Marotta Wealth Management from 2020 to 2025.


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.

 


Authored Articles

How to Calculate Fair Market Value if the Date of Death Is on a Weekend?
with No Comments

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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