Alex Morphet’s personal attention and dedication in helping people obtain financial guidance is clear to all those that he meets. Since joining the credit union in 2001, Alex has helped hundreds of members to pursue their financial goals. As a Sr. Financial Consultant at HVFCU Financial Services, Alex is experienced in Investment Management, Retirement Planning, Tax Advantaged College Savings Programs, and Estate Planning. He is also certified by the New York State Insurance Department as an approved Long Term Care and Life Insurance professional.
His mission is to offer members personalized options that allow them to make informed financial decisions. In addition to meeting personally with members, Alex also conducts a number of free, educational seminars and workshops, such as Social Security, retirement, and estate planning.
As an active member of the community, Alex devotes much of his time in assisting local charitable organizations. Of particular interest to Alex, is the Big Brothers/Big Sisters program. Alex has spent the past several years mentoring youths in the Poughkeepsie Middle School to gear them for a successful future. In 2009, Alex was awarded the site-based Mentor of the Year award by Big Brothers/Big Sisters of Dutchess County for his work with children.
Alex is working towards obtaining CFP® certification. The CFP® Board is a professional regulatory organization acting in the public interest by fostering professional standards in personal financial planning. The CFP® Board establishes and enforces education, examination, experience and ethics requirements for CFP®.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA /SIPC. Insurance products offered through LPL financial or its licensed affiliates. Hudson Valley Federal Credit Union and HVFCU Financial Services are not registered broker/dealers and are not affiliated with LPL Financial.
LPL Financial representatives offer access to trust services through The Private Trust Company N.A, an affiliate of LPL Financial.