Alex Monroe serves as Senior Relationship Manager at Symphony Wealth Group, providing extensive experience in customer service and financial planning. Holding a BS in Human Sciences from The Texas Tech University Personal Financial Planning Program. He brings a solid foundation in understanding client needs and fostering a thoughtful and decisive environment.
In his role, Alex leverages his expertise in Financial Planning principals and his natural analytical approach to help clients gain understanding of their personal goals and progress throughout their lifetime. He is a dedicated member of team SWG and thrives in a collaborative environment working in tandem with our Tax, Estate, and Risk Management teams to find solutions for our clients.
Alex is a Lubbock Native and proud Red Raider alumnus. He, his wife, two daughters, and three dogs live in Plano. Alex is an avid fly fisherman and passionate golfer in his free time.