Alexander Boswell
About Alexander Boswell
Alexander Boswell serves as a Senior Wealth Strategy Associate at UBS in San Diego, a position he has held since 2012. He has extensive experience in financial services, having previously worked at firms such as Merrill Lynch and Raymond James Financial.
Work at UBS
Alexander Boswell has been employed at UBS as a Senior Wealth Strategy Associate since 2012. Over the course of 12 years in this role, he has contributed to wealth management strategies and client advisory services in the San Diego area. His extensive experience in financial planning and wealth management has enabled him to provide tailored solutions to clients.
Education and Expertise
Alexander Boswell earned a Bachelor of Science in Marketing from the University of South Florida, where he studied from 1983 to 1988. He furthered his education by obtaining a Master of Science in Finance from the College for Financial Planning, completing his studies from 2008 to 2013. His academic background supports his expertise in financial analysis and wealth strategy.
Professional Background
Before joining UBS, Alexander Boswell held several significant positions in the financial services industry. He worked at Merrill Lynch as a Senior Planning Associate from 2000 to 2012. Prior to that, he served as Senior Vice President and Partner at Raymond James Financial Inc. from 1996 to 1999. His career began at American Express, where he was a Financial Advisor from 1992 to 1995.
Career Progression
Alexander Boswell's career in the financial sector spans multiple roles and organizations. He transitioned from American Express to Raymond James Financial Inc., then to Merrill Lynch, and ultimately to UBS. His diverse experiences across these firms have contributed to his comprehensive understanding of wealth management and financial planning.