Alexander M. Potocsny
Financial Planner
Alex’s career began in 2019 where he served various roles in financial planning, and wealth management prior to joining LPL Financial in 2025. Alex received his Bachelor of Arts in Business Administration with a concentration in Finance from Southern Connecticut State University. Alex holds Series 7 and Series 65 FINRA Licenses.
In his role as a Financial Planner at LPL Financial, Alex supports NVST Asset Management in developing and executing comprehensive financial plans. As a member of the LPL Paraplanning Services team, LPL’s Paraplanning Services Team provides independent services to NVST Asset Management and its clients on a contractual basis
Prior to joining LPL, he spent time as an associate at Morgan Stanley, International Assets Advisory, and Lead Onboarding & Retention at Right Capital.