Justin applies his leadership skills, his passion for helping others, and his dedication to honesty and loyalty in working with families and business owners to help them pursue and achieve their goals. He has the ability to make each client feel valued, heard and respected throughout the planning process.
He develops personalized and comprehensive financial plans to help his clients navigate life and business by utilizing his diverse knowledge in all areas of financial planning, including retirement, estate, education, insurance and tax planning. In addition to serving his clients, Justin monitors current market and economic news and how it may impact client investments and goal plans.
Justin holds the professional designations of Wealth Management Specialist and Certified Financial Planner™ practitioner. He adheres to the CFP Board’s code of ethics for integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence.
Before joining Raymond James in 2016, Justin was a U.S. Army Ranger and served in a combat deployment to Iraq. While in the Army, he assisted over 100 soldiers in financial planning and served as a financial counselor for senior Army officers. He earned a bachelor’s degree in management from Florida State University. He is a founding partner of ALK Private Wealth Management of Raymond James.
Active in his community, Justin is a member of Calvary Christian Church in Clearwater, the Combat Veterans Association, Big Brothers Big Sisters and Clearwater Jazz Holiday, and he serves on the board of the Dunedin Chamber of Commerce.
Justin is a native Floridian and lives in Palm Harbor, Florida, with his wife, Tori, a Medevac Pilot in the U.S. Army. In his free time, Justin enjoys fishing, traveling and spending time with his family.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James is not affiliated with any of the companies mentioned.