Alex joined our practice as a partner in 2004 while it was affiliated with Legg Mason Wood Walker. In 2009, Alex, Carol Empie and Mike Billingslea (retired in 2012) launched Kairos Wealth Advisors of Raymond James.
Alex earned his Bachelor of Business Administration, Summa Cum Laude, from Loyola College's Sellinger School of Business and Management. He is a Certified Financial Planner™ professional and has earned the Accredited Asset Management SpecialistSM designation through the College for Financial Planning. In 2016, 2017 and 2019, Alex was named as one of On Wall Street’s Top 25 Regional Advisors Under 40†. In 2017 and 2018, he was named by Forbes as a Top Next-Generation Wealth Advisor††. He is a member of Raymond James' President’s Club*.
Alex serves as a Director and Treasurer of Carroll County Youth Service Bureau. He is a Trustee at Carroll Hospital Foundation, church council president at Mount Union Lutheran Church, and a Director at Carroll Lutheran School. He has previously been a youth ministry leader and a mentor with Big Brothers Big Sisters of Central Maryland.
A Carroll County native, Alex’s personal interests include his family, physical fitness, Christian apologetics and acoustic guitar. Alex and his wife, Cindy, live just outside of Westminster with their son Charlie, daughter Lydia, and Oscar, their miniature dachshund.
* President’s Club membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.
† Each year On Wall Street ranks the highest-producing advisers in wealth management who are under 40 years of age. Several hundred candidates were considered and 40 were chosen to receive the award. Finalists had to be no older than 39 years of age as of December 31, 2018 and be employed at a major, leading regional brokerage firm. Trailing 12-month production as of September 30, 2018 is then used to compile this ranking. AUM may also be taken into account. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. On Wall Street is not affiliated with Raymond James.
††The Forbes ranking of "America's Top Next-Generations Wealth Advisors" data is provided by SHOOKTM Research, LLC. Data as of 3/31/18. In 2018, Alex Myers ranked as number 277 out of 1,000 named advisors and over 23,000 total nominations. SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. For more information see www.SHOOKresearch.com. Out of 5,832 advisors considered, 1,000 made the final list in 2018.
Minimum account sizes are general since it can vary depending on a range of circumstances. Advisors are judged on individual contribution but total team assets are shown, which can include one or more additional advisors. Minimum account sizes are general since it can vary depending on a range of circumstances. Past performance is not indicative of future results. Individual experiences may vary.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
We help our clients through their most crucial transitions - retirement, the loss of a spouse, selling a business, and more. In an age of sound bites and information overload, we provide our clients with clarity of purpose and action.
Alex Myers, CFP®