As a Planning Associate, Alex Bedford plays an integral role in supporting the advisory team by helping deliver thoughtful, high-quality service to clients. Responsibilities span from preparing for meetings and assisting with the onboarding of new assets to drafting Investment Policy Statements and maintaining communication with clients and their professional contacts.
Frequently involved in client meetings, Alex helps ensure that follow-up actions are handled with accuracy and care. In addition to logistical support, he contributes to the development of comprehensive financial plans, gathers relevant and timely information from clients, and stays current on planning strategies and changes in tax law. By working closely with the client service team and applying strong organizational skills and sharp attention to detail, Alex effectively manages multiple projects in a dynamic environment.
What do you value most in your client relationships?
Trust is the foundation of every successful client relationship. Financial planning requires clients to share some of the most personal aspects of their lives, so it is crucial that they feel heard, respected, and confident that we are acting in their best interest.
What sparked your interest in financial planning? What fuels you every day in your work?
I have always enjoyed solving problems and working with numerical data, which is what led me to study econometrics, and I have always wanted my work to make a real impact. As I learned more about personal finance, I realized financial planning combines analytical thinking with helping people make meaningful life decisions. What really drew me in was the opportunity to help create plans that give clients confidence and clarity about their future.
What do you enjoy most about working at Modera?
The team-based approach. Everyone at Modera acting as a cohesive unit is not only in the client’s best interests, but also provides incredible opportunities for everyone to learn and grow as professionals.
When you retire you’re going to…?
Spend more time relaxing and travelling with family.
University of South Florida,
B.S., Econometrics and Quantitative Economics
