Alex Doyle Email and Phone Number
Alex Doyle personal email
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Alex Doyle phone numbers
At the end of the day, my job revolves around people. Over the last 10 years I've dedicated my life to helping individuals navigate their financial challenges with clarity and confidence, covering the areas of investment management, tax planning, estate planning, risk management/insurance, education planning, and retirement planning. A few of my focus areas include:Equity Compensation (i.e. restricted stock units, employee stock purchase plans, stock options)Pension Plan AnalysisInvestment Accumulation & Distribution OptimizationSocial Security MaximizationTax AvoidanceI prioritize transparency and putting clients' best interests first. Instead of pushing products, I focus on education and empowerment, allowing my clients to make financial decisions with confidence.Proudly recognized with the Five Star Wealth Manager Award in 2020 and 2021, I remain committed to delivering exceptional financial guidance and service. I actively engage with industry associations and have passed numerous industry exams to better position myself to cater to your specific needs.During my free time, I enjoy camping, mountain biking, playing guitar, golfing, traveling, snowboarding, participating in indoor soccer, and cheering for the Buffalo Bills (Go Bills!).
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Director Of Advyzon ConsultingVillage Financial ServicesRochester, Ny, Us
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Financial PlannerIllumination Wealth Apr 2024 - PresentSan Diego, California, Us -
Wealth ManagerWoodson Wealth Management Jul 2023 - Apr 2024Ramona, California, UsAs 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 -
Wealth AdvisorMercer Advisors Oct 2020 - Jan 2023Denver, 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. -
Financial PlannerMercer Advisors Jul 2019 - Oct 2020Denver, Colorado, UsResponsibilities 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
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Client AssociateMercer Advisors Apr 2018 - Jul 2019Denver, 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
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Associate Financial Planner/Licensed AgentWealth Management Group Llc Feb 2016 - Aug 2017Rochester, 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. -
Coordinator/SecretaryCuba Chamber Of Commerce Jun 2015 - Sep 2015Coordinated 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.
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Office AssistantAlfred State May 2014 - Aug 2014Alfred, Ny, UsAssisted 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. -
General Staff10 Elm Fresh Market And Cafe Nov 2012 - May 2013• 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.
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Transformer TesterCurrent Controls Co. Jun 2012 - Aug 2012• 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.
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General StaffWrap It Up Oct 2011 - Jan 2012• Successfully ran the cash register and communicated with clients in a friendly manner.• Prepared wraps and sandwiches for students.• Maintained cleanliness of the shop.
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Kitchen StaffWellsville Creative Arts Center May 2010 - May 2011• 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.
Alex Doyle Skills
Alex Doyle Education Details
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Alfred State College - Suny College Of TechnologyFinancial Planning -
Alfred State College - Suny College Of TechnologyBusiness Administration
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University At BuffaloExercise Science
Frequently Asked Questions about Alex Doyle
What company does Alex Doyle work for?
Alex Doyle works for Village Financial Services
What is Alex Doyle's role at the current company?
Alex Doyle's current role is Director of Advyzon Consulting.
What is Alex Doyle's email address?
Alex Doyle's email address is jd****@****ail.com
What is Alex Doyle's direct phone number?
Alex Doyle's direct phone number is +158561*****
What schools did Alex Doyle attend?
Alex Doyle attended Alfred State College - Suny College Of Technology, Alfred State College - Suny College Of Technology, University At Buffalo.
What skills is Alex Doyle known for?
Alex Doyle has skills like Microsoft Excel, Typing, Research, Time Management, Microsoft Office, Microsoft Word, Public Speaking, Customer Service, Personal Financial Planning, Networking, Critical Thinking, Powerpoint.
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