Alex joined Thompson Wealth Management in January of 2023. As a graduate on the University of North Florida (UNF) with degrees in both Finance and Financial Services and being a third-generation financial advisor, he brings with him a great enthusiasm for his role as Senior Financial Planning Consultant to the team.
Immediately following graduation from UNF in 2016, Alex started his career in the financial services industry as an investment solutions representative at Fidelity Investments in Jacksonville, FL. After gaining valuable experience he left to join Raymond James in south Florida to pursue his long-term goal of becoming a financial advisor. Starting in the role of investment portfolio associate, he quickly reached his goal of becoming an advisor. Alex brings with him four years of experience in that role and takes great pride in his ability to listen carefully to each client’s long-term goals, working closely together to help ensure success. He will be working very closely with the other advisors on the team in designing, implementing and monitoring solutions to help clients reach their financial goals.
Alex is a CERTIFIED FINANCIAL PLANNER™ and holds his Series 7, 63 and 66 licenses. In addition, he holds the designation of Accredited Asset Management Specialist™. Before relocating to Melbourne, he served two years on the council of the Young Professionals and was a member of the Palm Beach Chamber of Commerce, where he is a graduate of the 2019 Prosperity Leadership Group.
Alex lives in Melbourne, FL with his fiancée, Mackenzie, and their two dogs, Pryia and Levi.
Raymond James is not affiliated with the above organizations and/or charitable causes.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.
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.