Roxanne Alexander is a Wealth Manager & Principal at Evensky & Katz / Foldes Wealth Management, bringing over 20 years of experience in helping individuals, families, and institutions navigate complex financial landscapes. With a focus on comprehensive, client-centered financial planning, Roxanne specializes in addressing the unique challenges of life transitions, including divorce, retirement, and wealth management across generations. She takes a holistic approach, blending her financial expertise with a compassionate understanding of her clients’ needs, ensuring they can confidently move forward with a clear, tailored strategy that protects their financial future. As a member of the firm’s Investment Committee, Roxanne also plays a critical role in shaping the firm’s investment strategies, always prioritizing the long-term success and well-being of her clients.
Roxanne’s qualifications include an MBA in Finance and Investments from the University of Miami, along with industry certifications such as Certified Financial Planner™ (CFP®), Chartered Alternative Investment Analyst (CAIA), Accredited Investment Fiduciary® (AIF®), and Accredited Domestic Partnership Advisor. Her prior experience as a partner in a commercial real estate business in Jamaica, where she helped U.S. companies set up operations on the island, provides her with a unique perspective on wealth management and enhances her ability to serve clients with diverse financial needs. Whether managing complex asset divisions or providing post-transition financial planning, Roxanne’s expertise allows her to navigate the intricacies of her clients’ financial situations with both professionalism and care.
Roxanne is also a sought-after voice in the financial community, contributing to national publications like Financial Planning, Investment News, and Kiplinger. Outside of her professional life, she is deeply involved in the community, having formerly served as vice-chair and finance committee member for the Center for Family & Child Enrichment, an organization dedicated to child welfare and community health. When she’s not working, Roxanne enjoys fishing, flying in the Florida Keys, and spending time with her dog, Gunner, and her family. She remains committed to empowering her clients to make informed financial decisions, ensuring their plans are designed to reflect their life goals and values.
