Alex Doyle Email & Phone Number

Rochester, Ny, Us

San Diego, California, Us

Ramona, California, Us

As a client-centric Wealth Advisor, I prioritize personalized solutions, proactive support, and accessible expertise to empower clients on their financial journey. With tailored strategies, clear communication, and continuous learning, I offer:•Tailored Solutions: Customized financial plans aligned with individual goals and circumstances.Proactive Support: Clear communication and ongoing guidance to navigate market shifts and life transitions.•Strategic Planning: Comprehensive strategies to optimize outcomes and mitigate risks.•Accessible Expertise: Demystifying finance and empowering informed decision-making.•Continuous Adaptation: Staying ahead of trends and regulatory changes for relevant solutions

Denver, Colorado, Us

•Lead a wealth management team responsible for the financial well-being of approximately 100 households and $100M in investments.•Provided wholistic financial plans for clients covering topics such as tax management, estate planning, investment management, risk management, and cash flow planning.• Brought clients peace of mind by communicating complex financial topics in simple terms.• Helped my clients gain clarity around their financial pictures so they did not have to worry about money.

Denver, Colorado, Us

Responsibilities Include:•Analyze clients’ financial statuses (e.g. income, expenses and liabilities)•Examine and suggest financial opportunities (e.g. investments, tax planning, estate planning, protection planning)•Develop sound plans and budgets for clients•Customize financial plans according to clients’ changing needs•Help clients implement their plans and carry out transactions•Present and recommend suitable financial products and services•Build strong relationships to retain existing clients•Maintain updated knowledge of regulations, practices and financial products

Denver, Colorado, Us

• Reviewing financial data• Frequent client, back office, and advisor team communications• Providing primary support for investment advisory group clients• Supporting all account transfers• Following-up with clients’ other advisors as needed (CPAs, attorneys, etc.)• Planning to support the preparation process including the creation, revision and amendment of client data management and analysis• Providing support to the Advisor Teams by administering client data gathering, investments, and on going service processes• Collecting and preparing initial financial data for financial planning meetings• Preparing investment paperwork• Preparing investment reports• Researching unusual situations for delays• Interacting with other departments including Investment and Pension

Rochester, New York, Us

• Assisted clients with creation & implementation of their individual financial plans• Aided advisors in comprehensive financial plan creation via E-money• Actively participated in client & prospect meeting & planning follow-through• Became WMG Partners life, disability, & long-term care insurance expert• Took the lead on advancing the proposal development and execution, thru delivery, on all insurance policy matters• Introduced natural market prospects to the firm• Became E-money advisor financial planning software expert• Managed Redtail Technology “CRM” client relationship management database; active lead on advancing Redtail use within Wealth Management Group• Additional training: client service, office management, communications, marketing, prospecting, operations and administration functions.

Coordinated the planning of the Cuba Garlic Festival, Cuba Dairy Week, and many other events by: • Distributing tasks to committee members and volunteers.• Typing up documents and marketing materials to be easily comprehensible and error free.• Answering the phone and ensuring the messages received reach the appropriate people.• Keeping our office clean, organized, and approachable.• Assisting over 50 vendors with any problems or concerns they may have for our events.

Alfred, Ny, Us

Assisted the Math Department Chair and English Department Chair by:• Assisting secretaries in using Excel.• Typing up documents to be easily comprehensible and error free.• Guiding the placement of first-year students into their appropriate classes.• Answering the phone and ensuring the messages received reach the appropriate people.• Organizing the buildings directory so that people can easily find the rooms they are looking for.

• Directed incoming shipments and organized storage of goods.• Consistently maintained shelving of goods while cashiering in busy environments.• Served customers food and maintained a friendly atmosphere.

• Tested electromechanical components to ensure that the products worked before they were shipped.• Organized the placement of various electromechanical components to minimize storage space usage.• Maintained cleanliness and organization of the testing station.

• Successfully ran the cash register and communicated with clients in a friendly manner.• Prepared wraps and sandwiches for students.• Maintained cleanliness of the shop.

• Prepared the positioning of chairs and tables for various events.• Made salads and dressings to be served to customers.• Reorganized storage of stock so that each good was organized and visible.• Cleaned and washed dishes on a regular basis.

Bachelor Of Business Administration (Bba), Financial Planning

Associate Of Science (A.S.), Business Administration

Exercise Science