Alex Moir Financial Planning Specialist

Alex Moir, CFP® is a Financial Planning Specialist 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 projections.

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. Alex is a CERTIFIED FINANCIAL PLANNER™ (CFP®)*, a professional designation he attained through George Mason’s CFP® Board Registered Program. He also holds the Certified Retirement Planning Counselor designation and his Series 7, Series 63, and Series 65 licenses.

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

*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.