Alex Goltzman Bio Image
Alek Christopher Goltzman Registered Client Service Associate

Alek joined Wilmarth Private Wealth Management in July, 2020 as a Registered Client Service Associate. Inspired by his entrepreneurial father, he adopted a passion for business and finance at a young age. He graduated from Florida State University in 2018 with a Bachelor’s degree in Finance, and knew he wanted to pursue a career in wealth management. Since then he has attained his Series 7, 66 and the Life, Health and Variable Annuity license.

Alek supports both Steven and Cole in research, portfolio construction, review preparation, and taking insurance applications. Our families enjoy working with Alek due to his follow up and sense of humor.

Alek was born and raised here in Melbourne, Florida. He enjoys traveling, fine dining, playing golf, watching sports (football!), and spending time with his family and friends.