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Alexander S. Olson

Wealth Manager

I truly enjoy helping people think strategically about their future both financially and personally.
 

Background

  • Nearly 20 years of experience in the financial services industry with a focus on holistic wealth management for high net worth individuals, business owners and institutions.
  • Advises high net worth families and business owners on investment management, trust and estate and legacy planning.
  • Provide strategic succession planning to business owners

Education

  • Bachelor of Science in Marketing/Economics, Fordham University
 

Professional

  • Boston Estate Planning Council, Member
 

Community

  • Foundation for MetroWest, Advisory Leadership Council Member
  • Cambridge Community Foundation, Professional Advisors Council Member
  • National Braille Press, Member
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