Alex Holtmeier joined Raymond James in 2010 after earning his Bachelor’s Degree with a focus in Finance and International Business from the University of Cincinnati. During his tenure as an undergraduate, Alex spent several months studying and working abroad throughout Europe and Asia. His international experiences have shaped a global perspective of the markets that Recker Asset Management applies in practice.

In 2011, Alex earned his Series 7 and Series 66 registrations, and his license as a provider of variable annuities, and life, accident and health insurance. In 2012 Alex’s primary responsibilities shifted towards the design, implementation and management of corporate sponsored retirement plans for small and mid-size businesses in Greater Cincinnati and the surrounding region. Alex earned the designation Chartered Retirement Plans Specialist^SM (CRPS^SM) in 2013 and the Accredited Investment Fiduciary^® (AIF^®) in 2019. In addition to the expertise he brings to our corporate relationships, Alex is an invaluable resource to the operations of our individual wealth management business.