Alex is a Certified Financial Planner™ who has been providing investment and planning guidance to families and individuals for over five years. He started his career with Fidelity Investments in the company’s Boston headquarters, where he held positions including financial representative and relationship manager. After attaining the CFP® designation, he transitioned into roles as an investment and financial consultant for Fidelity’s high-net-worth clients. Prior to his career in financial services, he held a variety of customer service and client-focused roles. He received a Bachelor’s degree in Business Administration and Finance from the University of Central Florida.
Alex was also recognised by Forbes | SHOOK as one of the Top Next-Gen Advisors Best-In-State, which spotlights emerging professionals from around the country, all of whom were born in 1986 or later.
Disclosures for Third-Party Ratings
Forbes Top Next-Gen Wealth Advisors (2025): Forbes/SHOOK Disclosure
The 2025 ranking is based on data as of March 31, 2025, and was published on August 6, 2025. The Forbes/SHOOK Top Next-Gen Wealth Advisors list recognizes advisors born in 1985 or later who are leading their practices and shaping the future of the industry. Advisors are selected based on a combination of quantitative and qualitative criteria, including:
- Industry experience and revenue trends
- Assets under management
- Compliance records
- Use of team dynamics and best practices in client service
- Community involvement and professional achievement
SHOOK Research conducts telephone and in-person due diligence interviews to evaluate each advisor’s experience, approach, and impact. Investment performance is not a criterion. Neither Forbes nor SHOOK received a fee in exchange for rankings; however, the Firm paid a fee for permission to use the award logo in marketing materials.