John D. Alex has been in the financial services industry for nearly 30 years. He started his career as a Financial Advisor and Certified Financial Manager at Merrill Lynch, where he helped private clients with estate and financial planning.

He was recruited to Payne Webber in 1998, where he became a Management Training Advisor and had the opportunity to work with hundreds of new financial advisors. In 2000, John joined the Headquarters Office of Payne Webber, which was later bought by UBS. As the Sales Director in NYC, John began the long process of converting brokers to financial advisors and planners while developing a culture of embracing the advisory business.

During his 23 year tenure, he became a Branch Manager specializing in recruiting and hired dozens of the best producers in the business. John also coached individual advisors and teams to tremendous success and the office grew to be one of the top offices in the industry.

John Alex’s Industry Designations

• Certified Financial Planner : The College of Financial Planning

• Chartered Financial Consultant: The American College

• Certified Investment Management Analyst: Investment Wealth Institute

• Accredited Investment Fiduciary Analyst

• Certified Exiting Planning Advisor

  Additionally Licensed in Life, Health, LTC, and Property and Casualty insurance