Alex Harris, CFP®
Wealth Manager
Alex began her career at LourdMurray in 2016 as a Client Service Associate, leading day-to-day operations, and client service out of the San Diego office. She now serves as a Wealth Manager managing client relationships and helping them achieve their financial goals.
Alex earned a Bachelor of Science in Finance from the University of San Diego and holds a CERTIFIED FINANCIAL PLANNER® certification. She enjoys traveling, going to the beach, and spending time with family, friends and her golden retriever, Levi.
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HTA Client Relationship Summary
HTS Client Relationship Summary
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