CAIA, CFP®, AIF®, ADPA®
Roxanne Alexander
Ms. Alexander is a senior financial advisor and partner with Evensky & Katz / Foldes handling client analysis with respect to investments, insurance, annuities, college planning, and developing investment policies. She is also a member of the firm’s investment committee. Prior to this, she was a senior vice president at Evensky & Katz working with both individual and institutional clients to achieve their investment and financial planning goals. She also monitored financial plans and investment policies for individuals, trusts, pensions, and institutions.
After receiving a bachelor’s degree in accounting and business management from the University of the West Indies, she received an MBA at the University of Miami in finance and investments.
Ms. Alexander is also a Chartered Alternative Investment Analyst (CAIA) and a CFP® — Certified Financial Planner Licensee. She completed the Series 65 and Florida State Insurance License and is a Member of the Financial Planning Association (FPA) and a past member of the CFA Institute — formerly the Association for Investment Management & Research (AIMR). In addition, she completed the Accredited Investment Fiduciary® professional designation and is an Accredited Domestic Partnership Advisor.
Ms. Alexander has contributed to local and national media including writing articles for industry publications such as Financial Planning, Journal of Financial Planning, Investment News and Kiplinger. She is also co–author of an article published in Dermatology Business Management magazine and a contributing author to Retirement Income Redesigned: Master Plans for Distribution (Bloomberg 2006).
Past speaking engagements include a talk at Broward Community College exposing students entering the workforce to budgeting and personal financial planning. She presented seminars through the Financial Planning Association on reverse mortgages to a senior citizen community and was involved in “Youth for Tomorrow“ (a program organized and sponsored by the Coral Gables Community Foundation and Evensky & Katz to teach children about philanthropy). She was a past vice-chair of the board and finance committee member for the Center for Family & Child Enrichment.
Prior to joining the firm, Ms. Alexander was a partner at a real estate company in Jamaica serving international clients setting up operations in Jamaica. She was responsible for analyzing current market conditions and advising on the best locations based on access, safety, and demographics. Past clients include Burger King, McDonald’s, Sandals Resorts, the United States Embassy, the British Embassy, the United Nations, and Shell.
