Alex is a Certified Financial Planner™ and works with FourThought’s client service team providing ongoing support and administration of private wealth clients and their accounts. He also works closely with FourThought’s planners to ensure that clients’ financial plans are in place and in alignment with their unique needs and goals. He holds several securities licenses including the Series 66, Series 9/10 and Series 7.
Alex holds a bachelor’s degree in economics from Texas A&M University. He began his career with Fidelity Investments where he held various relationship management positions providing financial planning and guidance to high-net-worth clients.
Alex originally hails from Gillette, WY. Alex and his wife, Madison relocated to Florida from Texas in January 2020. They enjoy spending time with their pets and paddle boarding the beautiful waters of Florida.