Alex Moir is a Paraplanner in the Financial Planning Department at Cassaday & Company, Inc., and has been with the firm since November 2022.

Alex’s responsibilities include assisting advisors with client meetings, onboarding new clients, and preparing high-level analyses regarding social security, pensions, college education funding, and retirement cash flow.

Prior to joining Cassaday & Co., Alex worked as a client service associate at Merrill Lynch, where he also participated in their Financial Advisor Development Program. After several years with Merrill Lynch, Alex decided working for an independent firm would be the best fit for him.

Alex is a graduate of Mount St. Mary’s University and holds a B.S. in Business Administration with a concentration in Finance. He also holds the Certified Retirement Planning Counselor designation and his Series 7 and 66 licenses. Alex is pursuing his CFP designation at George Mason University.

In his free time, Alex enjoys playing golf, staying active, and spending time with friends and family. Alex currently resides in Arlington, VA.

Alex is not registered with Osaic Wealth or Cassaday & Company, Inc., and does not offer securities or investment advisory services.