ALEXANDER MONROE
Symphony Wealth Group
As a Certified Exit Planning Advisor (CEPA®), Alexander Monroe is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=Alexander Monroe - - Symphony Wealth Group - Plano, Texas, city=Plano, display_country=United States, hs_object_source_detail_1=Find A CEPA (AUGUST 2024), hs_object_source_label=AUTOMATION_PLATFORM, url_slug=alexander-monroe, lname=Monroe, hs_object_source_id=enrollmentId:1237818751232;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20AUGUST%202024/MONROE-ALEX-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-August-2024.pdf, hs_createdate=1725023431765, cohortium_profile_title=Alexander Monroe | Wealth Manager at Symphony Wealth Group | CEPA Connect Member, state=Texas, id=14776392464, advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | Alexander Monroe, email=alexander.monroe@symphonywg.com, cohortium_meta_description=Connect with Alexander Monroe, a specialized Wealth Manager working with Symphony Wealth Group based in Texas., associated_contact_record_id=43650267769, website=https://www.symphonywg.com/, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20AUGUST%202024/7666_Monroe_CEPA-Certificate-2024-August.pdf, is_editable=editable, url_slug_2=alexander-monroe, impersonate_user_url=https://exit-planning-institute.org/member-detail/alexander-monroe?impersonation=true, full_name=Alexander Monroe, hs_lastmodifieddate=1764932352879, phone=2144403084, company_name=Symphony Wealth Group, name=Alexander, hs_object_id=14776392464, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=75024, status=Published, hs_updated_by_user_id=49327279}
- Advisor Type: Wealth Manager
- Website:
https://www.symphonywg.com/ - Phone: 2144403084
- City: Plano
- State: Texas
- Postal Code: 75024
- Country: United States
- Designations:
- Markets Served:
- Company Name: Symphony Wealth Group
