Karen Alexander Operations Associate
954.771.1313 ext. 5
Karen brings 23 years of experience working in the financial securities industry, and she joined our Sterling Wealth Advisors® team in 2026. Behind the scenes, Karen manages our clients' accounts and processes contributions and distributions.
Previously, Karen has assisted two financial advisors with a variety of administrative duties. She was responsible for opening new accounts, updating existing accounts, account transfers, moving monies, account contributions, account withdrawals, and distributions, as well as the process of yearly IRA-RMDs.
During her free time, she enjoys spending time with her daughter and family. She also enjoys spending time outside and loves crafting.