Alex Murray

ALEX MURRAY

FINANCIAL ADVISOR
CFP®, IRMAA CP

Alex joined Retire SMART in 2021, while studying at the University of Nebraska, and quickly became known as “The Unicorn” for his ability to master everything thrown at him. While a student at Nebraska, he passed the Series 65 Exam, a requirement for him to be licensed as a Financial Advisor. After graduating with a Bachelor of Science degree in Finance in December of 2022, he transitioned to a full-time employee at Retire SMART. In July of 2024, Alex passed the Certified Financial Planning exam and is now in the finishing stages of earning this prestigious designation.

Alex is a native Nebraskan with a fondness for basketball. He also loves Big Red football, so much that he and his girlfriend went to the 2024 Nebraska game at USC. The Cornhuskers lost, but Alex won; his girlfriend said yes when he proposed on the trip. Reliable sources say Jules, Alex’s dog, approves of the match. Alex’s now-fiancé, Morghan, works for Kastrick Law, the independent estate planning firm with which Retire SMART shares offices and clients.

Alex has experience and maturity beyond his years. Rapidly absorbing and learning everything possible from the Retire SMART training program. And now that he has learned the SMART planning process from the ground up, and obtained his professional credentials, he is excited to be our newest lead advisor.

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