My most impactful experience with money was when I was 15 years old. I received my first summer job paycheck and was embarrassingly excited about the $186 of possibilities it contained. When my mom picked me up from work I proudly showed her the fruits of my labor and my plans for it. She drove me to Edward Jones, where I thought I was just going to make a deposit, but instead I had an appointment to open up a retirement account. "Retirement?!" I exclaimed. "I don't even have a driver's license yet!" I was taught that for each paycheck I received, I had to make it a habit of putting some away towards my goals, no matter how little it seemed. Now that I am older, I have seen first hand the importance of making smart financial choices early - a lesson that I impart to my clients.
I have been an Albuquerque native since I was 3 years old. I've lived in New York and Italy, but the Southwest kept calling me home. Upon graduation from college, I began my career as a teacher while completing my master's degree in education at the University of New Mexico. During this time, I developed my passion for working with individuals, especially in a one-on-one setting.
When I was not in the classroom, you could find me out on the hiking trails, traveling or on a bike enjoying the beautiful weather we are lucky enough to have most of the year. My most meaningful trip was in 2018, when I hiked over 500 miles across northern Spain on the Camino de Santiago.
When I decided to become a financial advisor at Edward Jones, it was with the heart of a teacher. I believe it's important to invest my time in understanding what your goals are and to understand the level of risk you're comfortable taking. Whether you're planning for retirement, saving for college for children or grandchildren, saving for your dream home, building a business, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your individual goals.
- Retirement Savings Strategies
- Retirement Income Strategies
- College Savings
- Intergenerational Planning
- Socially Conscious Investing
- Insurance & Annuities
My Personal Interests
- Scuba Diving
Phone NumberAlexandra M Chase at (505) 296-1990
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 02:00PM|
Connect on Social
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More