Alex Clendennen is a Lead Advisor for Venturi Wealth Management. Alex engages with clients to construct in-depth financial plans that address critical areas of wealth management including estate planning, cash flow analysis, liquidity risk, trust management, and philanthropic giving. Alex also works with the investment team to ensure proper alignment between clients’ wealth management goals and their portfolio investment strategy.
Previously, Alex spent 5 years as a Financial Advisor and Analyst at Merrill Lynch where he provided comprehensive wealth management services for high net worth families in the Austin area. Alex attended The University of Southern California where he earned his B.S. degree in Business Administration with a concentration in Finance. Alex is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and recently earned the Certified Private Wealth Advisor® (CPWA®) certification, which is the only advanced certification designed for wealth managers who advise ultra high-net worth clients.
Alex’s wife Lina recently finished her DDS degree at Baylor College of Dentistry and is a practicing dentist in Hutto. Alex and Lina welcomed their first child, Emmett, in September 2017. Outside of work, Alex enjoys traveling with Lina and volunteering for The Missy Project, a local non-profit.