With the knowledge that comes with more than five years of experience in the financial services industry, Alec helps business owners and high earning millennials plan for their financial goals with unparalleled service and a personal commitment.
From financial planning to comprehensive portfolio management, Alec’s recommendations are made solely in the interest of providing the highest value and benefit to you. He works hard to help you pursue your financial goals with as much certainty, and as little risk, as possible.
At Raymond James, Alec has access to the financial expertise and services of one of the largest independent full-service financial services firms not headquartered on Wall Street. If you have a question or concern, he answers promptly, completely and truthfully. Also, he provides all the information you need to make informed decisions, based on realistic expectations, about all of your financial needs.
Alec joined Raymond James in 2017, and joined David Kelly’s team in 2021. He is a graduate of Central Michigan University and received a Bachelor of Science in Business Administration, majoring in Accounting and Personal Financial Planning. On top of his degree, Alec is a CERTIFIED FINANCIAL PLANNER™ Practitioner and Accredited Investment Fiduciary. These designations show Alec’s passion and commitment that he makes to his clients, as they equip him with the skills and knowledge to act in their best interest from a comprehensive financial approach.
Specifically, Individuals certified by CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience and ethical requirements. When selecting Alec as your financial planner, you can feel confident that the person you are choosing to help you plan for your future is competent and ethical.
Alec is a Board Member of the Autism Alliance of Michigan and Chairman of AAoM’s Young Professionals Board. Working with non-profits has quickly become a big part of his life outside of work, and is actively looking to get involved with more. Alec was born and raised in Royal Oak, MI, where he also currently lives. When not in the office, he enjoys trying new restaurants, golfing, working out, or hanging out downtown.
Raymond James is not affiliated with the above organizations and/or charitable causes.
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.