Meet Alex
Alex is a Wealth Strategist based in Orlando, Florida. Alex joined Mercer Advisors in 2026 after serving as Wealth Advisor at an Orlando firm. Before that, he served as Global Services Specialist at Charles Schwab. Alex is dedicated to helping clients achieve their financial goals and feel confident about their financial future. Alex is an Accredited Asset Management SpecialistSM, holds the FINRA Series 65 license.
His working style
Alex is known for his analytical mindset and ability to translate complex financial concepts into clear, actionable guidance. He is dedicated to building long-term relationships with clients, taking the time to understand each person’s unique goals and circumstances. Alex approaches every client relationship with patience, empathy, and a commitment to clear communication.
Alex in real life
What keeps you busy outside of work?
Most of my free time is spent at home with my wife and cats. When I’m outdoors, I like playing soccer and trying new restaurants.
Favorite thing about where you live?
I’ve lived in Orlando, Florida, for more than 10 years, and I like how accessible other cultures are. Orlando is a great place to be if you want to try new food or go to sporting events.
What’s one thing you are surprisingly good at?
Picking up languages. I’m currently studying French.
Meet Alex’s Teammates
Josh Davis
Wealth Strategist
What Alex Says
Josh brings a wealth of knowledge (pun intended) to financial planning. His attention to detail is second to none, so I know I can trust him to double-check plans with me to help ensure our clients are getting the best possible service.
Noah Hughes
Wealth Strategist
What Alex Says
Noah is capable of explaining difficult concepts in a way that is easy to follow. He leaves no stone unturned when it comes to creating a financial plan.
William Thompson
Wealth Strategist
What Alex Says
William always makes himself available to help. His calm demeanor when explaining things is also very reassuring. His extensive experience allows him to confidently create comprehensive financial plans.
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