Alec comes to Financial Foundations with a strong background in working with and serving clients. As a wealth advisor, Alec prides himself on getting to know each of his clients on a personal level. He knows that every client has long-term financial goals. In order to help clients reach these goals, Alec is able to identify client’s financial planning dangers and help eliminate them, capture financial planning opportunities, and reinforce client’s financial strengths.
Prior to joining Financial Foundations, Alec was an Advisor at Edward Jones, traveling full time to serve clients across the country in their local communities. He was also an associate at J.P. Morgan in Boston, where he worked with many high net worth individuals and business owners.
Alec is a CERTIFIED FINANCIAL PLANNER™ professional. In accordance with FINRA regulations, he has obtained his Series 7 and 66 securities registrations through Commonwealth Financial Network®.
Alec lives in the South End neighborhood of Boston. When not at work or at home, he enjoys traveling to new places with his wife, Arielle, and spending time with family and friends on Cape Cod.
Alec can be reached at [email protected] or 508.620.1000 x122.