As a financial advisor, Alex is dedicated to informing clients about the best financial planning options available to them. One of his main objectives is to simplify complex issues and provide clients with clear and honest explanations so they can remain in control of their financial lives and make decisions they feel confident about.
Alex is responsible for the development of clients’ financial plans and the implementation of the team’s investment strategies. When it comes to this, he strives to provide clients with personalized services that align with their individual needs and wants.
Alex has held positions at A.G. Edwards & Sons and Wells Fargo Advisors. In 2018, he joined Raymond James, a firm he feels confident will provide him the freedom and resources necessary to be the best possible advisor for his clients. Alex earned a bachelor’s degree in Business from Freed-Hardeman University, a graduate degree in Finance and Strategy from the University of Oxford (UK), and is a CERTIFIED FINANCIAL PLANNERTM practitioner.
Alex and his wife, Meghan, reside in Chattanooga, Tennessee. On their days off, they love to pack their bags and explore new and interesting places. In addition to having a passion for traveling, Alex is a song leader and teacher at the East Ridge Church of Christ.