Alex joined our practice as a partner in 2004. In 2009, he co‐founded Kairos Wealth Advisors of Raymond James.
Alex earned his Bachelor of Business Administration, Summa Cum Laude, from Loyola University Maryland. He is a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Investment Fiduciary®.
On six occasions, Alex was named as one of Financial Planning’s Top 25 Regional Advisors Under 40. From 2017 – 2021, he was selected by Forbes as a Top Next‐Generation Wealth Advisor. In 2021 and 2022, Forbes named Alex a Best‐In‐State Wealth Advisor. Alex is a member of Raymond James’ Chairman’s Council.
In the spirit of serving others, Alex is Chair of Carroll Hospital Foundation's Board of Trustees and volunteers on the Board of Directors of Carroll Hospital Center. Likewise, he is a Director at Carroll Lutheran School. He previously served more than 12 years as a Director and Officer at each of Carroll County Youth Service Bureau and Mount Union Lutheran Church.
Alex is passionate about family, physical fitness, Christian apologetics and acoustic guitar. He and his wife, Cindy, live just outside of Westminster with their four energetic kiddos—Charlie, Lydia, Evelynn and Henry.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® & CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Chairman’s Council 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.
Alex Myers received Financial Planning’s Top 25 Regional Advisors Under 40 designation in 2016, 2017, 2019, 2020, 2021 and 2022. Each year Financial Planning ranks the highest-producing advisors in wealth management who are under 40. Over 400 candidates were considered and 40 were chosen to receive the each list: the Top 40 Advisors Under 40 and the Top 40 Regional Advisors Under 40. Nominees for the rankings were 39 or younger as of Dec. 31, 2021, and were registered with an advisory firm in the employee channel. Production totals were used to determine the rankings. Nominees’ information was confirmed with their employers. Production and AUM figures are as of Sept. 30, 2021. 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. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Financial Planning 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 3/31/2021. In 2021, Alex Myers ranked as number 198 out of 500 named advisors and over 33,000 total nominations. SHOOK considered advisors born in 1982 or later with a minimum four years as an advisor. 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: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Out of 3,389 advisors considered, 500 made the final list in 2021.
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.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 34,925 nominations, more than 6,550 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
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.