Fourth Quarter Investment Report
January 13, 2025
The year 2024 is now quickly in the rearview mirror as 2025 has already brought its fair share of even...
As an Advisor for the Sadler Harmon Chalmers 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.
Dive into the latest insights from our expert team with our personal touch.
January 13, 2025
The year 2024 is now quickly in the rearview mirror as 2025 has already brought its fair share of even...
January 6, 2025
Monthly Observations Unseasonal End to a Solid Year The Trump 2.0 trade and growing expectations for a...
January 3, 2025
The third age of retirement: enjoying retirement. Someday, you may have told yourself, I’ll have that...