Alex Doll
Owner & Financial Advisor at Anfield Wealth Management | Cleveland, Ohio, United States
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As the Owner and Financial Advisor at Anfield Wealth Management, Alex Doll is dedicated to empowering individuals, nonprofits, and institutions by simplifying their financial lives through tailored portfolio management and comprehensive financial planning. With a strong focus on investment management, Alex leverages his expertise in financial analysis and modeling to create customized strategies that align with each client’s unique goals and risk tolerance.
At Anfield Wealth Management, a boutique, fee-only firm based in Cleveland, Ohio, Alex leads key projects that emphasize holistic financial consulting. His commitment to transparency and fiduciary responsibility ensures that clients receive unbiased advice that prioritizes their best interests. Whether working with individuals planning for retirement or nonprofits seeking sustainable investment strategies, Alex employs a meticulous approach to financial planning that encompasses everything from asset allocation to tax-efficient strategies.
With a robust skill set that includes proficiency in Microsoft Excel, Alex is adept at analyzing complex financial data to inform decision-making processes. His ability to distill intricate financial concepts into understandable insights empowers clients to make informed choices about their financial futures. By fostering long-term relationships built on trust and expertise, Alex Doll and Anfield Wealth Management are transforming the financial landscape for their clients, helping them navigate the complexities of wealth management with confidence and clarity. For more information on how Alex can assist you in achieving your financial goals, visit anfieldwealth.com.
Owner & Financial Advisor at Anfield Wealth Management in June 2018 to Present
Portfolio Manager at Huntington National Bank in November 2013 to June 2018
Investment Analyst at ValMark Securities in May 2011 to November 2013
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Investments
Portfolio Management
Financial Planning
Retirement Planning
Microsoft Excel
Financial Analysis
Financial Modeling
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Discover more about Anfield Wealth ManagementWhat is Alex Doll email address?
Email Alex Doll at [email protected]. This email is the most updated Alex Doll email found in 2026.
What is Alex Doll phone number?
Alex Doll phone number is +13305923870 and +18507840096.
How to contact Alex Doll?
To contact Alex Doll send an email to [email protected]. If you want to call Alex Doll try calling on +13305923870 and +18507840096. (updated on November 04, 2024)
What company does Alex Doll work for?
Alex Doll works for Anfield Wealth Management
What is Alex Doll's role at Anfield Wealth Management?
Alex Doll is Owner & Financial Advisor
Alex Doll Email Addresses
Alex Doll Phone Numbers
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