Alex Neumann joined Heritage Financial Consultants as Client Relationship Manager in 2021. After graduating from Rutgers University with a Bachelor of Science in Management in 2017, Alex worked for Osaic FA and Osaic FS (formerly Lincoln Financial Network) in Philadelphia for four years. In his last role, Alex worked as an Advisory Consultant in the managed accounts division. Alex is FINRA Series 7 securities registered.

Alex lives in Philadelphia, and in his spare time, enjoys golf, skiing, and basketball.