Lead Advisor
CurrentInvestment advisor helping clients to align their investments with their personal values and beliefs.
Please complete the CAPTCHA to continue
A concise factual answer block for searchers comparing this professional profile.
Alex Guy is listed as Lead Advisor with Anthem Advisors at Anthem Advisors, LLC, based in Memphis, Tennessee, United States. AeroLeads shows a matched LinkedIn profile for Alex Guy.
Alex Guy previously worked as Lead Advisor at Anthem Advisors, Llc and Lead Advisor at Anthem Advisors, Llc. Alex Guy holds Bachelor'S Degree, Professional Studies from The University Of Memphis.
This section adds company-level context without repeating Alex Guy's masked contact details.
Review company-level records connected to Alex Guy before choosing the right outreach path.
I love getting time with my family and friends. I want the freedom to spend time with them and cook elaborate dinners for them. I care about spending time baking sweets that bring comfort to people. I am passionate about having the time to invest in the causes I care about. All of these desires of mine led me to become a financial planner. I want to use my time at work helping others make their desires a reality.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Memphis, Tennessee, United States
Investment advisor helping clients to align their investments with their personal values and beliefs.
Memphis, Tennessee, United States
Investment advisor focused on helping clients align their investments with their personal values.
Memphis, Tennessee, United States
Interact with clients professionally to gather a full picture of their current circumstances and future goals.Collaborate with team members to develop sound financial plans by reviewing tax, estate, insurance, and investment documents.Prepare for client meetings by reviewing portfolios and communicating with team members about previous client interactions.Transfer Money Guide Pro financial plans to Right Capital software for new and existing clients and review with the Relationship Manager.Present financial plans to prospective and existing clients and discuss questions and concerns with the assistance of team members.
Memphis, Tennessee, United States
Facilitate PCD class within Shelby County Division of CorrectionsCreate and edit PCD curriculumBuild relationships with existing volunteersRecruit new volunteersPresent HopeWorks' history, mission, and vision to potential volunteersCollaborate with coworkers in different departments within HopeWorks to assure the future success of PCD graduatesVolunteer to lead staff meetings and maintain the agenda of those meetingsAttend additional education opportunities through webinars, online classes, seminars, and trainings and present relevant information to the HopeWorks staffCreate and cultivate relationships with various partner organizations of HopeWorksInterview potential PCD students in-person and onlineDevelop a healthy partnership with the administration and officers within Shelby County Division of CorrectionsManage a classroom environment that promotes honesty and intimacy between students and instructorsMaintain current and up-to-date data in Coaction databaseOrganize PCD graduation ceremony procession within Shelby County Division of CorrectionsConnect students to staff outside of Shelby County Division of CorrectionsDeveloped and taught an 18 hour Personal and Career Development class called Employment EssentialsTracked goals and career aspirations with clients and pursued those goals after class completion
Memphis, Tennessee, United States
Gain insight from lead ministers about managing several departments Discuss creative options to attract new membersRead and study books to present before the staff during meetings and discuss with the lead ministersCreate a document presenting options to facilitate inter-generational relationships within the congregationSchedule speakers from different classes within the congregation and from different churches to teach in the young adult classManage conflict within the young adult classOrganize curriculum for the young adult classCommunicate the mission and vision of the young adult class regularly to its members
Memphis, Tennessee, United States
Organize drills and practice schedule Research new techniques and terminology for multiple positionsCreate new exercise plans for the teamCoach individuals in a one-on-one settingMeet regularly with other coaches to discuss decisions and processesInnovate new plays Deliver constructive criticism to players
Activities and Societies: National Honors Society, Varsity Baseball Team, School Spirit Club Leader, Varisty/JV Football Manager, Varsity.
Quick answers generated from the profile data available on this page.
Alex Guy works for Anthem Advisors, LLC.
Alex Guy is listed as Lead Advisor with Anthem Advisors at Anthem Advisors, LLC.
Alex Guy is based in Memphis, Tennessee, United States while working with Anthem Advisors, LLC.
Alex Guy has worked for Anthem Advisors, Llc, Legacy Wealth Management, Inc. (Memphis, Tn), Hopeworks, Inc, Highland Church Of Christ, and Harding Academy Of Memphis.
You can use AeroLeads to view verified contact signals for Alex Guy at Anthem Advisors, LLC, including work email, phone, and LinkedIn data when available.
Alex Guy holds Bachelor'S Degree, Professional Studies from The University Of Memphis.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Alex Guy you were looking for.