Alec has worked in the financial services industry since 2009. Over his career, he has worked for Edward Jones, Pioneer Investments and, most recently, served as a vice president at LPL Financial. Since joining Adviser Investments in 2018, Alec has helped to lead partnership discussions and has worked on growth initiatives for the firm. Alec is passionate about financial planning and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) as well as an Accredited Investment Fiduciary® (AIF®). He earned a B.S. in psychology at Union College in Schenectady, NY. Alec resides in Reading, MA, with his wife and daughter.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.
Polaris Wealth Advisory Group and Adviser Investments are now under one new brand, RWA Wealth Partners.
Over the next few months, we are transitioning to a new website under our new brand. For you, this means a better experience and more access to valuable education, insights and advice. It also means you gain access to expanded wealth management solutions such as tax¹ and legal services², alternative investments and more. Explore this site for additional information on these new services and call your advisor with any questions at 833-RWA-PLAN.
¹Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with RWA Tax Solutions, LLC.
²Legal services can be obtained through a separate, written engagement via our relationship with Hall & Diana, LLC