Alex is the third generation of his family to work in the financial services industry and at Raymond James. He continues the legacy by assisting our team with financial planning.
He listens carefully to each client to learn about their aspirations, needs and concerns in order to help launch a plan for pursuing their retirement goals. Alex holds Series 7, 63 and 66 securities licenses, and is working toward earning the professional designation of CERTIFIED FINANCIAL PLANNER™ practitioner.
Before Alex joined our team in 2017, he was an investment solutions representative at Fidelity Investments in Jacksonville. He earned a bachelor’s degree 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 in the Prosperity Leadership Program.
Alex is originally from Melbourne, Florida, and lives in Jupiter, Florida. In his free time, he enjoys the outdoors, spending his 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.