Charlo Alexandre

Charlo is a dedicated Wealth Advisor with a solid academic foundation, holding a Bachelor’s degree in Finance from Florida International University and an MBA from St. Thomas University. He brings extensive experience from the financial services industry, having worked in roles focused on serving affluent clients, personal and small business banking, and private client wealth management. Through these positions, he has developed a deep skill set in relationship management, portfolio strategy, and tailored financial planning.

He is passionate about helping individuals, families, and businesses effectively steward their financial resources. With a faith-based approach to wealth management, he is committed to aligning financial strategies with his clients’ values and long-term goals. His focus is on delivering personalized, purpose-driven guidance that supports financial growth, stability, and peace of mind.