Alec Rosen - Adviser Investments

Alec Rosen

Vice President of Business Development

Alec has worked in the financial services industry since 2009 and joined Adviser Investments in 2018. Over his career, he has worked for Edward Jones, Pioneer Investments and most recently served as a vice president at LPL Financial. At Adviser Investments, he works directly with individual clients to manage their accounts, establish and work towards financial goals, and ensure all service needs are met. Alec is passionate about financial planning and is a CERTIFIED FINANCIAL PLANNER™ as well as an Accredited Investment Fiduciary (AIF®). Alec earned a B.S. in psychology at Union College in Schenectady, New York. He resides in Reading, MA with his wife and daughter.

Truly Personalized Wealth Management

Tailored advice, every time.

Contact Us

85 Wells Avenue, Suite 109 Newton, MA, 02459

info@adviserinvestments.com 1.800.492.6868

Adviser Investments' logo is a registered trademark of Adviser Investments, LLC.