Paraplanner, Branch Associate
813.908.2701 ext. 1007
Alex joined our team as a Paraplanner and Branch Associate in June of 2019. As a paraplanner, he works with the advisors to prepare meeting reports, identify financial opportunities for clients, and take notes during account reviews. He also serves as one of our New Client Specialists. If you’re new to IFS and want to schedule a meeting, Alex is the one you’ll speak with.
A former USF Bull, Alex graduated with a double major in Finance and Personal Finance at the Muma College of Business. He also studied Marketing. He holds his Series 7 (General Securities Representative) Registration and is studying for the Series 66 (Uniform Combined State Law Examination). He plans to become licensed for insurance and also take the exam to become a Certified Financial Planner (CFP). His goal is to become a financial advisor within the next few years to help clients pursue their goals.
Alex lives in Lutz with his beautiful wife, Andrea. They have a goal to see all 50 states together. He enjoys playing music, cooking (& eating), and the outdoors. When he’s not at work, you’ll probably find Alex in a coffee shop reading a book by C.S. Lewis.