Alex’s passion for financial planning was born when, in middle school, his father shared his own inimitable version of “Investing 101.” Years later in 2002, Alex met and interned with Mike Billingslea — our practice’s founder (who retired in 2012). While his college professors encouraged him to pursue a career with one of Wall Street’s investment banks, Alex witnessed the impact that great planning advice can have on a client, that client’s family and the broader community. From that time forward, Alex was committed – his calling was to help individuals craft their financial lives into works of art.
Alex joined our practice as a partner in 2004 while it was affiliated with Legg Mason Wood Walker, Inc. In 2009, Alex, Carol Empie and Mike Billingslea launched Kairos Wealth Advisors of Raymond James in order to best serve our clients. He serves as our office’s Branch Director.
Alex earned his Bachelor of Business Administration from Loyola College’s Sellinger School of Business and Management in 2004, graduating summa cum laude. He is a Certified Financial Planner™ professional and has earned the Accredited Asset Management SpecialistSMdesignation from the College for Financial Planning.
In 2017 and again in 2018, Alex was recognized by Forbes as a Top Next-Generation Wealth Advisor†. In 2016 and 2017, Alex was named as one ofOn Wall Street’sTop 25 Regional Advisors Under 40*. He is a member of Raymond James’ President’s Club**.
Alex serves as a director and treasurer of Carroll County Youth Service Bureau, a nonprofit that assists over 3,000 individuals each year with comprehensive mental health and substance abuse services. 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 Cindy, his beloved wife, live just outside of Westminster with son Charlie, daughter Lydia, and Oscar, their miniature dachshund.
† The Forbes ranking of "America's Top Next-Generations Wealth Advisors" data is provided by SHOOKTM Research, LLC. Data as of 3/31/18.
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, 1000 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. In 2017, out of 2,356 advisors considered, 500 made the final list.
*Each year On Wall Street ranks the highest-producing advisers in wealth management who are under 40. Several hundred candidates were considered and 40 were chosen to receive the award. Finalists had to be no older than 39 as of Dec. 31, 2016, and Dec. 31, 2017, and be employed at a major, leading regional brokerage firm. Trailing 12-month production as of 9/30/16 and 9/30/2017 is then used to compile the ranking for each year. 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.
**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 advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating.
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®