Alexander provides holistic wealth management services that address the full spectrum of his clients’ financial concerns, including investments, life insurance, retirement and estate planning.
Working closely with each client, Alexander uses sophisticated analytical tools and a wide range of investment and insurance products to develop a strategic financial plan that puts his clients’ needs first. With the plan in place, he monitors its performance.
Alexander has over 10 years of experience in investment services. He specializes in helping individuals and families plan for retirement. Alexander is a CERTIFIED FINANCIAL PLANNERTM professional. From 2018-2022 he was chosen as a Five Star Wealth Manager*. Alexander has been recognized as a Rising Star by the Bank Insurance and Securities Association (BISA).**
He graduated from the University of Tampa, Magna Cum Laude with a Bachelor’s degree in Finance. Alexander is also very active in his community. He is a member of the Carl Lee Pacheco Memorial Scholarship Committee, and also participates in the American Cancer Society Relay for Life.
Alexander’s FINRA registrations held with LPL Financial:
SERIES 7, 63, 66, LIFE & HEALTH
*The award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers
** The Rising Star Program, an exclusive BISA-sponsored recognition and leadership development program for young professionals, is designed to foster professional growth, leadership growth and career advancement for diverse individuals through mentoring, networking events and volunteer opportunities. The program is limited to 15 new Rising Stars each year.