M. ALEJANDRA ARNOLD

M. ALEJANDRA ARNOLD

Principal

Ale’ is a Principal and seasoned wealth strategist with Templeton & Company Family Office. She brings more than 18 years of experience managing the portfolios of high net worth families and providing them with comprehensive financial planning advice. Ale’ has a multi-dimensional background in private wealth management, including the delivery of asset management, lending, risk management, and providing estate and trust services to clients.

Prior to joining T&C Family Office, Ale’ worked as an Investment Advisor with BB&T Scott & Stringfellow, Senior Vice President-Client Advisor for SunTrust Private Wealth Management and a Vice President, Wealth Management Advisor with BB&T Wealth Management.

Ale’ is a native of Venezuela and moved to the U.S. in 1993. She lives in Fort Lauderdale, Fla. with her husband, Keith and daughter, Cady Valentina. Ale’ is passionate about the arts and early childhood education. She is fluent in Spanish.

AREAS OF FOCUS

  • Financial Planning
  • Asset Allocation
  • Manager Selection
  • Risk Management
  • Trust & Estate Planning
  • Multi-Generational Planning

EDUCATION

University of Southern California, B.B.A.
Old Dominion University, Financial Planning

PROFESSIONAL AND CIVIC AFFILIATIONS

  • American Red Cross
  • United Way
  • American Heart Association
  • Rotary International
  • Virginia Stage Company Board of Directors
  • Mary Immaculate Hospital Board of Directors
  • Eastern Virginia Medical School
  • Humane Society of Broward County
  • Cystic Fibrosis Foundation
  • Joe DiMaggio Children’s Hospital
  • Broward College
  • Jack & Jill Children’s Center