As an Advisor for the Sadler Harmon Chalmers Borglum Team, Alex Roth finds fulfilment in building strong relationships with clients and helping them achieve their financial goals. In his role, he loves having the opportunity to continuously learn and grow as a financial professional.

Alex graduated from Southern Illinois University-Edwardsville with a Bachelor’s degree in Business Administration and a concentration in Finance. He also earned his CFP® designation to further enhance his technical skills and better serve his clients.

Before joining Moneta in 2020, Alex participated in an internship at Wells Fargo Advisors, where he supported efforts in identifying, onboarding, and developing new financial advisors. He was attracted to starting his career at Moneta because of the firm’s team-driven culture and exceptional reputation.

Outside of Moneta, Alex enjoys watching the St. Louis Blues, playing soccer and golf, and spending time with family and friends. He also loves to participate in running races and events. Alex currently serves his community by volunteering weekly at his local church and he is always looking for opportunities to give back to others.

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