Work History
Edward Jones
Edward JonesAugust 2018 to Current
Focus Areas
- Wealth Strategies
- Entrepreneurs & Business Owners
- Retirement Savings Strategies
- Portfolio Reviews
- Retirement Income Strategies
- Insurance & Annuities
About Alex
As a financial advisor and CERTIFIED FINANCIAL PLANNER™ professional, my experience has shown me that a successful financial future is made up of many things, but my top priorities for clients are helping them achieve their dreams, and importantly, protecting their dreams throughout life's ups and downs.
The 2008 Great Recession was the catalyst that led me to pursuing this career. During that time, my dad lost more than half of his retirement savings. Compounding that loss – my parents divorced, and my grandparents became sick, which left my father with huge medical expenses. In the end, after a lifetime of...
The 2008 Great Recession was the catalyst that led me to pursuing this career. During that time, my dad lost more than half of his retirement savings. Compounding that loss – my parents divorced, and my grandparents became sick, which left my father with huge medical expenses. In the end, after a lifetime of...
Work History
Edward Jones
Edward JonesAugust 2018 to Current
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™
Education
Rollins College
Rollins CollegeMaster of Business Admin
Education
Rollins College
Rollins CollegeMaster of Business Admin
Personal Interests
- Basketball
- Soccer
- Spending Time with Family
- Personal Fitness
- History and Museums
Team Members
Angela GossSr. Branch Office AdministratorFPQP®
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 04:00PM |
| Fri | 08:00AM - 04:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | By Appointment Only |
| Sun | By Appointment Only |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 04:00PM |
| Fri | 08:00AM - 04:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | By Appointment Only |
| Sun | By Appointment Only |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Phone
(863) 382-8644Fax
(877) 577-6470Office Address
17 Ryant BlvdSebring, FL 33870
Location
SebringFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
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