Alex Clendennen, CFP®, CPWA®
Lead Adviser, Venturi Private Wealth

Alex Clendennen is a lead adviser for Venturi Private Wealth. 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 worked as a financial adviser 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 TM(CFP®) and a Certified Private Wealth Advisor® (CPWA®), which is the only advanced certification designed for wealth managers who advise ultra high-net worth clients.

Phone: 512.220.2041 | Email: | Website: 

Pre-Election Estate Planning Moves for High-Net-Worth Families
estate planning

Pre-Election Estate Planning Moves for High-Net-Worth Families

Why wait? A variety of trusts — from SLATs to BDITs, GRATs and more — can help you be proactive in protecting your wealth.
August 16, 2020