Advisor Profile

Alexandra (Alex) Moise is a Director of Wealth Management at Choreo, where she is dedicated to delivering seamless, high-quality client experience. She particularly values the opportunity to work closely with clients, building relationships, coordinating efforts, and ensuring everything runs smoothly behind the scenes. 

Alex has nearly two decades of experience from Resource Financial Group Ltd., where she served as Client Service Manager. In that role, she oversaw operations, coordinated office activity, and acted as a consistent point of contact for clients. Her ability to anticipate needs, management details, and provide thoughtful, responsive support made her a trusted resource for both clients and colleagues. 

Known for her organization, reliability and client-first mindset, Alex takes pride in helping clients feel supported, informed, and confident, while ensuring the day-to-day execution behind their financial plans is handled with care and precision. 

Originally from Romania, Alex immigrated to the United States at a young age and pursued her studies in finance and economics at DePaul University. She is fluent in Romanian and speaks Italian with professional working proficiency and some German, reflecting her diverse background and ability to connect with a broad range of clients.

Outside of the office, Alex enjoys traveling, attending live music events, and spending time with her husband, Alin, and their three children, including a set of twins who keep life especially full and fun!

PROFESSIONAL AFFILIATIONS & DESIGNATIONS

• Series 63 - FINRA

EDUCATION

• BS, Economics / Finance, DePaul University

• Certificate, Northwestern School of Professional Studies