Alec Charles serves as a Wealth Advisor in the Tacoma-Seattle area. He is dedicated to helping individuals, families, and businesses create holistic approaches to building wealth for the future. Alec specializes in portfolio and investment management, relationship building, and educating on current economic events to his clients. He holds an MBA in finance and accounting from Saint Martin’s University, where he played collegiate golf for several years.
Alec is a lifelong resident of Pierce County and enjoys spending time on the golf course and skiing with his dad.