As a financial advisor with Raymond James Financial Services, Inc., and a partner of the Zick Whitted Taub Group, Alex draws on his extensive experience and education to develop strategic investment and estate planning solutions for his clients. Prior to joining the firm in June 2009, he worked as a Senior Financial Advisor, Assistant Vice President and Certified Financial Manager at Merrill Lynch Global Wealth Management. He was also a member of the Special Needs Network at Merrill Lynch. Alex earned his Charted Retirement Planning Counselor designation from the College for Financial Planning. He also studied at The American College and received his undergraduate degree from the University at Buffalo. Alex is also former 1st Vice President of the board of directors at Habitat for Humanity of Greater Newburgh.
Alex is married to his wife Jaclyn and has two sons, Jacob and Zachary.
Raymond James is not affiliated with the above organizations and/or charitable causes.