Alex joined Mercer Advisors in 2018 after serving clients as an Associate Financial Planner at Wealth Management Group LLC. Since then, he has earned the 2020 Five Star Wealth Manager award. He graduated from Alfred State College with a BBA in Financial Planning. Alex is an active member of the Financial Planning Association and Society of Financial Service Professionals. He is also a CERTIFIED FINANCIAL PLANNERTM professional. In his spare time, he enjoys playing guitar, biking, and golfing among a variety of other sports.
Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. In 2020, 3,048 Connecticut-area wealth managers were considered for the award; 285 (9% of candidates) were named 2020 Five Star Wealth Managers. These awards are not indicative of the wealth manager’s future performance. Your experiences may vary. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com.
These awards should not be construed by clients or prospective clients as a guarantee that they will experience a certain level of results if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Mercer Advisors by any of its clients.