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Alexandra Potts

In her role as an Associate Financial Advisor, Alexandra brings several years of experience in helping clients achieve their long-and short-term financial goals. She is successful in this approach through thoughtful planning, integrity and a commitment to service.

Ali especially enjoys working with clients planning for retirement and is particularly focused in helping them establish a clear strategy through financial planning. Ali also enjoys advising young professionals beginning to lay the building blocks that will help them achieve both present and future financial goals.

As a registered financial professional, Ali holds Series 6,7,63 and 65, as well as Life, Accident, Health and Annuities licenses. Ali is a lifelong resident of Butler, PA and enjoys tennis, camping and being outdoors with her husband and dog.

 

Broker Check by FINRA

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC.

Infinex and Nation Choice Reserve Bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

Not Guaranteed by the Bank. Note FDIC Insured. NOT A Deposit. Not Insured by a Federal Government Agency. May Lose Value including Loss of Principal.

 

 

Alexandra Potts
Associate Financial Advisor
Butler, PA
724-284-3486