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Alex Neumann

Client Relationship Manager

About Alex Neumann

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 Lincoln Financial Group 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 Baltimore and in his spare time enjoys golf, skiing and basketball.

Education

 

  • Bachelor of Science in Management, Rutgers University
  • FINRA Series 7 Registered
Certifications

 

  • FINRA Series 7 Registered

410-771-5407

410-785-0044

307 International Circle, Suite 390 Hunt Valley, MD 21030