ALEXANDER "SANDY" FISCHMAN
Senior Financial Advisor
Email Address
Alexander.Fischman@wfafinet.comPhone Number
(551) 354-7545ABOUT SANDY
Alexander “Sandy” Fischman is a Senior Financial Advisor with the Fischman Azar Group, serving clients from the team’s office. The practice works with families, business owners, and senior executives who value structured planning, clear communication, and a personalized, boutique advisory experience supported by the resources of a global institution.
Sandy’s career began in institutional capital markets, where his roles at Laidlaw & Company and Dinosaur Group Holdings gave him early exposure to market dynamics, risk analysis, and client strategy. He later joined Merrill Lynch, completing the firm’s Financial Advisor Development Program and building a foundation in planning, portfolio structure, and long-term relationship management. From 2021 to 2025, Sandy continued his advisory work at Morgan Stanley, gaining additional experience across market cycles and client needs.
EXPERIENCE
2025 – Present
Senior Financial Advisor, Co-Founder — Fischman Azar Group
As a co-founder of the Fischman Azar Group, Sandy advises individuals and families on long-term planning, investment strategy, and risk management.
2021 – 2025
Financial Advisor — Morgan Stanley
At Morgan Stanley, Sandy provided planning-led guidance and portfolio oversight for a diverse base of clients. His work contributed to the team’s recognition on Forbes’ 2025 Best-in-State Wealth Management Teams list (awarded while at Morgan Stanley), compiled by SHOOK Research.
2016 – 2021
Financial Advisor Development Program — Merrill (Bank of America)
Sandy completed Merrill’s Financial Advisor Development Program, where he trained across financial planning, capital markets, and client service. His work supporting senior advisors helped establish the analytical and relationship-driven foundation that continues to shape his advisory approach.
2016
Vice President — Dinosaur Group Holdings
In this role, Sandy focused on institutional capital markets and relationship management, gaining exposure to global markets and the broader investment landscape.
2013 - 2016
Associate Broker — Laidlaw & Company Ltd.
Sandy began his career as an associate broker, where he worked alongside senior professionals and gained early experience in financial services, client communication, and market research.
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.
SERVICES
Investment Management
Tailored Solutions
Wealth Management
Helping Grow Your Wealth
Investment Planning
Strategic Guidance
Risk Assessment
Helping Minimize Risks
BLOG
How a Living Trust Can Help You Control Your Estate
Updated: Jan 27
A revocable living trust is a legal arrangement that can help control how assets are managed and distributed, both during life and after death. Assets placed into the trust are legally owned by the trust, but the person who creates it can still manage them as trustee—buying, selling, or giving assets away. When properly funded, a living trust can avoid probate, allowing heirs to receive assets without the delays and court costs that often accompany the probate process.
For some couples, an A–B trust structure (marital and bypass trusts) may be used to help maximize estate tax exclusions—particularly where state estate or inheritance taxes are a concern—while also offering other planning benefits. Trusts can provide advantages, but they may involve upfront setup costs, ongoing administrative fees, and complex tax rules, so professional guidance is important.
Wells Fargo Advisors Financial Network does not provide legal or tax advice.
Wealth & Investment Management (WIM) offers financial products and services through bank and brokerage affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A. Wells Fargo Trust is a part of WIM and offers services through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A..
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