Alex is the third generation of his family to work as an advisor at Raymond James. He continued this legacy by joining the firm in 2017.
He takes pride in his ability to carefully listen to each client’s aspirations, needs, and concerns in order to help launch a plan for pursing their retirement goals. Alex holds his Series 7, 63, and 66 licenses, and is working toward earning the professional designation of CERTIFIED FINANCIAL PLANNER™ practitioner.
Before joining our team in 2017, Alex was an investment solutions representative at Fidelity Investments in Jacksonville, Florida. He earned his bachelor’s degrees in finance and financial services from the University of North Florida.
He is a member of Sigma Alpha Epsilon Fraternity and the Palm Beach Chamber of Commerce, where he is a graduate of the 2019 Prosperity Leadership Group.
Alex is originally from Melbourne, Florida, and currently lives in Jupiter Florida. In his free time, he enjoys the outdoors, spending time camping, fishing, and hiking, often with his dog Priya. At least once a year he will travel to Georgia to hike Tallulah Falls. Alex also enjoys playing golf and is a big fan of the Jacksonville Jaguars.
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.