Alex M. Fontana, Cfp®

Alex M. Fontana, Cfp® Email and Phone Number

Senior Managing Director, Financial Advisor, The Brick City Group of Truist Investment Services, Inc., Truist Wealth @ Truist Wealth
Alex M. Fontana, Cfp®'s Location
Ocala, Florida, United States, United States
Alex M. Fontana, Cfp®'s Contact Details
About Alex M. Fontana, Cfp®

The Brick City Group of Truist Investment Services operates under the key value that everyone and every moment matters. This principle allows for a deeply personal connection with our clients and their families. Going beyond the exterior to understand dreams and aspirations of each family we encounter brings to the surface extraordinary outcomes.Much of where we have been directs where we will be going. These experiences create judgments and beliefs that result in instant decision making for our clients. As advisors, our role is to understand that these past experiences create a vision of the future, and together, navigate you through a plan to bring these aspirations to life. With a strategic process that keeps our eyes on the target, we can bring you peace of mind for what is to come.Our philosophy is one that gets to the heart of our clients’ desires. By understanding the details that matter to our clients and their families, together we can create a path to a fulfilling life. Our Team approach takes into account three main principles:Authenticity: We have real interactions with our clients and their families.Logic: Our judgement and competence is tailored to each specific situation. Empathy: Our differentiator is we care. Your story matters to us.We measure success by the quality of relationships we share with individuals and families. By delivering on our core values, we deliver on the “why” of our Team Purpose: Leading clients to live truly fulfilling lives.

Alex M. Fontana, Cfp®'s Current Company Details
Truist Wealth

Truist Wealth

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Senior Managing Director, Financial Advisor, The Brick City Group of Truist Investment Services, Inc., Truist Wealth
Alex M. Fontana, Cfp® Work Experience Details
  • Truist Wealth
    Senior Managing Director, Financial Advisor, Truist Investment Services, Inc.
    Truist Wealth Feb 2021 - Present
    Charlotte, North Carolina, Us
    Due to industry regulations, I am unable to accept recommendations and endorsements. TIS will not accept purchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, Inc., member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by Truist Investment Services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. Not all products and services are available in all states and financial advisors for Truist Investment Services may only conduct business in states and jurisdictions where they are properly registered. Therefore, a response for information may be delayed. Investors outside of the United States are subject to additional securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For more information please contact your financial advisor. For additional important disclosures, please visit: https://www.truist.com/wealth/tis-disclosure
  • Bb&T Scott & Stringfellow
    Financial Advisor - Assistant Vice President
    Bb&T Scott & Stringfellow Oct 2015 - Feb 2021
    Richmond, Va, Us
  • Ypo - Young Professionals Ocala
    Board Member
    Ypo - Young Professionals Ocala Dec 2016 - Dec 2018
  • Wells Fargo Advisors, Llc
    Financial Advisor
    Wells Fargo Advisors, Llc Oct 2013 - Oct 2015
    St. Louis, Missouri, Us
  • Cohen Commercial Realty, Inc.
    Associate
    Cohen Commercial Realty, Inc. May 2013 - Sep 2013
  • Wells Fargo
    Lead Teller
    Wells Fargo Jul 2012 - May 2013
    San Francisco, California, Us
  • Wells Fargo
    Bank Teller
    Wells Fargo Jul 2011 - Jul 2012
    San Francisco, California, Us
  • Advance Auto Parts
    Salesperson
    Advance Auto Parts Oct 2008 - Aug 2011
    Raleigh, Nc, Us

Alex M. Fontana, Cfp® Skills

Finance Customer Service Investments Financial Analysis Sales Real Estate Leadership Marketing Microsoft Excel Financial Planning Banking Time Management Mutual Funds Loans Mortgage Lending Strategic Financial Planning Credit Accounting Real Estate Economics Forecasting Fiduciary Fiduciary Management Personal Financial Planning Retail Team Building 401k Rollovers Commercial Real Estate Customer Satisfaction Discretionary Portfolio Management Estate Planning Variable Annuities Indexed Annuities Fixed Annuities Cash Management Strategic Planning Fiduciary Services Portfolio Management Financial Advisory Management Microsoft Office Insurance Social Media Small Business

Alex M. Fontana, Cfp® Education Details

  • Florida State University - College Of Business
    Florida State University - College Of Business
    Finance And Real Estate
  • Tallahassee State College
    Tallahassee State College
    Business
  • College Of Central Florida
    College Of Central Florida
    Business
  • Forest High School
    Forest High School
    High School

Frequently Asked Questions about Alex M. Fontana, Cfp®

What company does Alex M. Fontana, Cfp® work for?

Alex M. Fontana, Cfp® works for Truist Wealth

What is Alex M. Fontana, Cfp®'s role at the current company?

Alex M. Fontana, Cfp®'s current role is Senior Managing Director, Financial Advisor, The Brick City Group of Truist Investment Services, Inc., Truist Wealth.

What is Alex M. Fontana, Cfp®'s email address?

Alex M. Fontana, Cfp®'s email address is af****@****low.com

What is Alex M. Fontana, Cfp®'s direct phone number?

Alex M. Fontana, Cfp®'s direct phone number is +135281*****

What schools did Alex M. Fontana, Cfp® attend?

Alex M. Fontana, Cfp® attended Florida State University - College Of Business, Tallahassee State College, College Of Central Florida, Forest High School.

What are some of Alex M. Fontana, Cfp®'s interests?

Alex M. Fontana, Cfp® has interest in Family, Outdoors, Technology, Investments, Cars, Golfing, Music, Sports, Fishing, Friends.

What skills is Alex M. Fontana, Cfp® known for?

Alex M. Fontana, Cfp® has skills like Finance, Customer Service, Investments, Financial Analysis, Sales, Real Estate, Leadership, Marketing, Microsoft Excel, Financial Planning, Banking, Time Management.

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