Alexander Lohrman

Financial Analyst

Alex was born and raised in Greensboro, North Carolina and attends The University of North Carolina at Chapel Hill. 

He initially joined the Blakley Financial team as an Intern in 2023.  His role focuses on providing comprehensive support to the advisory team, contributing wherever necessary to ensure seamless operations while continuing to grow his expertise every day.  His tasks include preparing client review materials, assisting with model management, account administration and updating client financial plans.

Outside of the office, he enjoys fishing, attending live sporting events and working out.

Professional Designations, Certifications, Registrations, and Licenses

  • FINRA Securities Industry Essentials Exam – SIE

Education

  • University of North Carolina at Chapel Hill, Chapel Hill, North Carolina – B.A./B.S. in Political Science and Economics, Graduating May 2026

My superpower would be:

Time Travel

My favorite reads and podcasts are:

"The Iced Coffee Hour" and the "Pat McFee Show", Market Wizards by Jack D. Schwager

My favorite restaurant is:

Ozzies Ice Cream Shop - Greensboro, NC

My favorite quote is:

"I am a great believer in luck, I find the harder I work, the more I have of it." Thomas Jefferson

My go-to pastime is:

Watching College Football

My dream travel destination is:

Tanzania, Africa

Blakely Financial is now ShorePoint Advisory Group. Read the Press Release.

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