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Email Alex

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1249 S. River Road...
Suite 104...

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verified_user LICENSED FOR: 5 Years
check_circle MEMBER SINCE: September 2016

About Alex

I earned my J.D. at Widener University School of Law in Wilmington, Delaware and my LL.M in Estate Planning from The John Marshall School of Law in Chicago, Illinois. I am a member of the New Jersey State Bar. I have experience at Fortune 500 companies such as Merrill Lynch and Citigroup where I worked in financial services and financial advisory. I have monitored and advised clients on all avenues of investing and financial planning. I was licensed as a General Securities Representative, Investment Advisor and Life and Health Insurance Advisor, I am familiar with a broad array of investment strategies. At Sussan, Greenwald & Wesler I use my financial expertise to help guide our clients in Estate issues, including Special Needs trusts, Wills and General Estate Planning. I am also the parent of a child with special needs and I am dedicated to making a change in the lives of individuals with special needs and their families.

work Experience

Law Clerk
Sussan, Greenwald & Wesler
Jan. 1, 2009 - Jan. 1, 2012
None

Attorney
Sussan, Greenwald & Wesler
Jan. 1, 2012 - Current
None

school Education

Widener University School of Law
JD - Juris Doctor
- 2012

John Marshall Law School, Chicago
LL.M - Master of Laws
- 2015

group Associations

N/A
Association of Special Needs Planners
2015 - Current

N/A
NAELA
2012 - Current

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