Boston, MA (July 8, 2015) –  U.S. Wealth Management (USWM), a national network of independent wealth managers, today announced that Portsmouth resident Jeffrey M. Alexander, has affiliated with the firm as a wealth manager and will open his practice under U.S. Wealth Management Newport in Newport, RI.  Jeff will focus on providing one-on-one, holistic financial advice to mass affluent and high net worth individuals, families, and businesses based on their needs and objectives.  

eff brings over 20 years of experience within many aspects of the financial services industry to USWM. Prior to joining USWM, Jeff worked as the Vice President of Financial Consulting at Citizens Bank as well as a Financial Consultant at Sovereign Bank. Before joining Sovereign Bank, Jeffrey was a Senior Financial Advisor at American Express for over 12 years. Alexander was recognized multiple times as a Five Star Wealth Manager* by Rhode Island Monthly Magazine. Additionally, Jeffrey holds his series 7 and 63 registrations with LPL Financial and his Series 66 with both LPL Financial and US Financial Advisors.

With access to U.S. Wealth Management’s expansive range of services and resources, Jeffrey customizes wealth management strategies based on his client’s needs and objectives. Throughout an extensive discovery process, Jeffrey provides his clients with a true roadmap with clear milestones and the confidence of knowing they are making informed financial decisions. He is located at 56 Bridge Street, Newport, RI 02840 and can be contacted by phone at 401-619-3422 and by email at This email address is being protected from spambots. You need JavaScript enabled to view it.

"Jeffrey is a great addition to our growing team of experienced wealth managers at USWM.  Throughout Jeffrey’s extensive experience in the financial services industry he has always been committed to his client’s best interests, aligning with our client-centric approach of delivering custom wealth strategies based on the individual needs and objectives,” said John P. Napolitano, CEO of U.S. Wealth Management.

Jeffrey said, “I joined U.S. Wealth Management because they offer the independent, structured freedom I was looking for, with the backing of a larger, well-established entity. U.S. Wealth Management’s commitment to their Advisors will help me provide my clients with a range of resources and ultimately the ability to develop a plan that supports their individual financial goals.” Jeff went on to say, “Aligning with U.S. Wealth Management offers me the ability to provide a wide range of options to my clients as their financial needs change.”

About U.S. Wealth Management

U.S. Wealth Management is an independent network of experienced wealth managers who provide holistic advice and custom-tailored strategies to manage their clients’ financial future.  With twelve offices located nationwide, the wealth managers of the firm have a common focus – a personal interest in addressing all their clients’ investment, insurance, and retirement needs as they change throughout their lifetime.

With access to comprehensive resources including asset management / research, advanced technology and an expansive product platform, the wealth managers affiliated with U.S. Wealth Management serve their clients with the support of a dedicated team of experienced professionals who put the clients’ needs first.

For wealth managers, U.S. Wealth Management provides the full spectrum of resources necessary to advance the growth and value of their practices, providing true independence with structured support.  The firm offers to wealth managers a culture of trust, support and accessibility, practice management and tailored coaching for growth, competitive payouts, advanced marketing support, and business succession planning. Visit uswealthnewport.com for more information on the Newport office or uswealthmanagement.com to learn more about all of our offices. 

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.  Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2014 Five Star Wealth Managers.