Lead Financial Planner at Facet Wealth, She/Her

Joined October 2018
55 Photos and videos
Alex Wilson CFP®, BFA™ retweeted
Financial planning professionals: How is systemic racism showing up in our industry? Not just in lack of BIPOC advisors, but also in areas we give (and don't give) advice - investments, tax, estate, etc. Sourcing feedback for upcoming retreat and would love links and comments!
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Alex Wilson CFP®, BFA™ retweeted
24 Aug 2020
Firms will have the opportunity to interview UGA #financialplanning seniors & grad students preparing to enter the job market in this virtual event: fcs.uga.edu/financial-planni…

FPA of Georgia and @universityofga Financial Planning, Housing, and Economics are hosting a virtual speed networking event on October 15 from 1pm to 3pm EST. cc: @fpassociation, @FACSUGA #financialplanning #networking ow.ly/7lTX50B3zr5
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Alex Wilson CFP®, BFA™ retweeted
Wanna get involved with NexGen? We've got several openings and just a few days left to apply! Volunteering w/ NexGen has been life-changing for me! Please help us share these wonderful opportunities with anyone interested in gaining leadership experience! #FPANexGen
5 days left - @FPANexGen is searching for our next President-Elect, Local Leader Coordinator Elect, Public Relations Coordinator and FPA NexGen Gathering Elect who will help lead NexGen in 2021! @ColeAe2015 @AutumnKCampbell @woahitsmiwo connect.onefpa.org/volunteer…
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Alex Wilson CFP®, BFA™ retweeted
27 Jul 2020
Although we couldn't "Gather" in person this year as planned, we need to come together now more than ever! Join your fellow NexGen’ers for a one-day event that will focus on you and your career. Learn more and register: z5bv3u.attendify.io/
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Alex Wilson CFP®, BFA™ retweeted
Have you ever wanted to write an article but didn't know where to start? Join @AnaT_Edits as she guides #FPANexGen through the "secret sauce" behind structuring your article, resources to find topics for content and how you can get involved with @FPApubs! vcu.zoom.us/meeting/register…
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YES! Way to go @TDA4advisors Did @CFPBoard reply to you @CaitHowerton?
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75 Must-Know Statistics About Race, Income, and Wealth from Morningstar: morningstar.com/articles/987…

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Alex Wilson CFP®, BFA™ retweeted
31 May 2020
Lots of calls this week, many say, “I value lives of Black ppl, what can I do?” 🧐 Your beliefs must influence your behavior. Put your principles into practice. Help reconcile centuries of #Racism & #EquityAvoidance. See 👇🏽& hopefully others will add. #SundayThoughts #SundayVibes
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Alex Wilson CFP®, BFA™ retweeted
Employers... just in case you missed this tweet over the weekend. Add this to your morning reading...
A. Read. 👇🏽 Maintaining Professionalism In The Age of Black Death Is….A Lot by @GoldingGirl617 link.medium.com/SQFju300R6
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Alex Wilson CFP®, BFA™ retweeted
Unity. This is how we’ll win.
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Alex Wilson CFP®, BFA™ retweeted
Career hack for you: get really, really good with spreadsheets. Deeper than just how to look at spreadsheets. You want to learn how to work with data in spreadsheets. One of the best things you can do for your career. #GoogleSheets #Excel
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Alex Wilson CFP®, BFA™ retweeted
Please join us on Friday, May 22nd, at 11:00 am EST for our first *monthly* webinar series! We will explore the rapid changes to advisor marketing and client acquisitions in the midst of the COVID-19 pandemic. Click on the link to register! #FPA #FPAGA ow.ly/WVYg50zHyDR
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Alex Wilson CFP®, BFA™ retweeted
Need CE? These on-demand webinars are open to 𝗮𝗹𝗹 #financialplanners until the end of today! 🩺Managing Health Care and Health Insurance Costs learning.onefpa.org/store/se… ⏱️Extending the Advisor's Alpha Conversation: Behavioral Coaching with @Vanguard_FA learning.onefpa.org/store/se…
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