Welcome from Alexander Financial Services

Alexander Financial Services specializes in holistic financial planning, helping clients accumulate assets with distribution in mind. To learn more about how we can help guide you down the path to achieving your financial goals, please click on the Background and Team tabs.


Delynn Alexander and Reena Bland Represent Alexander Financial Services at AALU Annual Meeting

April 30 - May 2, Delynn Alexander and Reena Bland traveled to Washington, D.C. to represent Alexander Financial Services at the 2017 Annual Meeting of the Association for Advanced Life Underwriting (AALU). For 60 years, AALU has been the trusted influential voice for the life insurance community in Washington, D.C. AALU members have the opportunity to build strong, personal relationships with key Congressional leaders, network with the most successful professionals in the life insurance markets, and learn from peers and recognized experts in order to continue to support and advocate for their clients at the highest levels.
 

 

 


Alexander Financial Services Hosts Top Northwestern Mutual Executive

On March 20-22, Alexander Financial Services hosted Northwestern Mutual advisors and their team members from around the country in their Durham offices. Northwestern Mutual Wealth Management Company (NMWMC) Chief Investment Strategist Brent Schutte, CFA®, visited with AFS, meeting attendees and delivered high-level information around the market and economic climate in an exclusive session. Brent has been featured in national media outlets as an industry thought leader on topics including the interest rate environment and the outlook for monetary policy, U.S. markets and economic trends, consumer confidence, the global economy and more.

You can read more from Brent and his investment team by following the "Ask the Financial Expert" blog on northwesternmutual.com.


2017 Celebration of Excellence

Our team was honored at the 2017 Mardi-Gras themed Celebration of Excellence on Friday, March 3rd at the NC Museum of Natural Sciences in Raleigh. The Financial Security Creation Award recognizes our firm's top financial advisors who help their clients achieve their goals through balanced financial plans and a total needs approach. We were honored to place in the top 18 but being recognized for helping our clients achieve financial security is the best reward!


Delynn Alexander published in Advisor Today

MARCH 2017 -- In a recent article published to the Product Spotlight - Financial Planning section of Advisor Today, Delynn talked about the necessary steps and insights for financial professionals in developing strong financial planning relationships with female clients. Having a focus on the "whole picture" and fostering financial empowerment - save, spend, invest, protect, and grow - help women feel more confident in working with an advisor to achieve their financial goals.


Delynn Alexander Featured on Reuters Money Facebook Live Video

On November 1, Delynn was featured on Reuters Money Facebook Live video in a Q&A segment titled, "How to Protect Your Paycheck." Delynn spoke about the importance of saving for retirement based on your personal goals. Freelancers and small business owners had the opportunity to ask Delynn questions about protecting their paycheck and how to work towards creating a successful retirement.


Delynn Alexander Featured in Triangle Business Journal's Women in Finance Table of Experts

From recruitment to managing work-life balance, navigating the rapid pace of change in today's financial and accounting markets is the shared mission of the Triangle's top female financial leaders.

For hundreds of individuals and companies, Delynn has helped guide their clients in making wise financial decisions  - utilizing their experience, skills, knowledge and individual perspective. Delynn sat down with Jason Christie, Market President and Publisher of Triangle Business Journal, and told him a bit more about how she does it - the struggles she faces, how she deals with those situations as well as how advances in technology have affected her role.


Delynn Alexander Featured in Triangle and Dallas Business Journals

Delynn Dolan Alexander, Field Director and Wealth Management Advisor based in Durham, NC, is the first woman at Northwestern Mutual to ever achieve the “$1 million/$1 million” distinction, with $1 million in both risk and investment production. Delynn Alexander, Reena Bland and the Alexander Financial Services team worked hard to reach this exceptional milestone and stand as an example of a balanced, integrated practice dedicated to developing tailored financial plans for both families and businesses that stand the test of time.


Our Commitment to Excellence

At Alexander Financial Services, we take our responsibility to our clients seriously, knowing that most people come to us with complex situations that can seem overwhelming. We take the time to establish a relationship with you, listing your goals and objectives, identifying your assets and liabilities, and comparing what you have to what you want, which enables us to provide you with risk protection and investment solutions you need to make the right choices.

For our team, that partnership is built on one core value: helping people. That's what we've been committed to for the past 25 years with Northwestern Mutual, and that's what our clients have come to expect.

Think of Alexander Financial Services as your partner – a partner who is with you every step of the way as you make the most important decisions of your life.

Delynn Alexander's mother, Elaine Dolan, CLU®, ChFC®, had also been a Northwestern Mutual Financial Representative since 1981. After 30 years of serving her clients, Elaine has retired and chosen to keep her business in the family - Delynn and her team are proud to continue providing the same great service and guidance to Elaine's clients as they move forward with their financial goals.


Recommended Articles

Economic and Market Commentary
Please click on the links below to read economic and market commentaries:

Long-Term Care Planning

  • Long-Term Care: Costs, Caregiving, And Choices
    Preparing for the possibility that you might require care for an extended period of time as a result of a chronic illness, a disabling condition such as paralysis, or cognitive impairment (e.g. dementia). Read the article.
     
  • What is Long-Term Care and What Are Your Options?
    Click here to learn more.
     
  • How Much Would a Future Long-Term Care Event Cost?
    Use the LTC Cost Calculator to better understand the potential cost of a long-term care event and how it can vary by age, where the care takes place and the length of care.
     

Northwestern Mutual In The News:

For the most up-to-date news on the company, please visit our News Room.

 

Delynn Dolan Alexander
Wealth Management Advisor


Alexander Financial Services

Ask the Expert: What Impact Can North Korea Have on Your Portfolio?

In this month’s chat, we’re talking about political risk and your investments.

See Your Complete Financial Picture

Review your policies, go paperless, pay your premiums and aggregate your credit cards and accounts. Get access now.

Sharing Success

In 2017, Northwestern Mutual expects to again lead the industry in total dividends paid.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck