As an Associate Advisor – Private Wealth Management of Capital Wealth Advisors, Alex is passionate about helping clients in an effort to meet their goals through a discovery process, client education, estate planning, and investment management.
Previously, Alex was an Internal Client Advisor with JPMorgan Asset Management where he consulted Financial Advisors on Portfolio Construction and provided industry-leading Market Insights. His background includes wealth management practice coach, investment management, and risk mitigation. Alex has been in the financial services industry for over seven years.
Alex is a Florida Native from Winter Park. He is happy to be residing in sunny Naples after having spent time living in Denver and Chicago. Alex and his wife Sally are proud dog parents to their poodle, Dixie. They enjoy anything outdoors, traveling, and cooking.
- Series 7, 63, 65