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Marc Alexander personal email
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With more than two decades of experience managing investment and estate planning strategies, I have earned a reputation for personal service and attention to detail by tailoring my financial advice to the needs of each individual client. I set a high bar for communication between myself and my clients and take a truly broad view of each client’s financial health, making sure to take into account all of a client’s assets, whether they are under my own management or not.I am a CERTIFIED FINANCIAL PLANNER™ professional, a CERTIFIED INVESTMENT MANAGEMENT ASSOCIATE® (CIMA®), a Senior PIM Portfolio Manager, and a member of the Investment Management Consultants Association. I hold insurance licenses for life, long term care and annuities. I received my BBA in finance from the University of Georgia and currently serve on the CERTIFIED FINANCIAL PLANNER™ Board of Standards. Outside of work I am passionate about giving back to my community.This information is intended for use by residents of AL, AZ, CA, CO, DC, DE, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NY, OH, PA, RI, SC, TN, TX, UT, VA, and WA only.CA Insurance License #0K44660. Resident State: GA./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.
Ascending Capital Management
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PresidentAscending Capital Management Jul 2023 - PresentAtlanta, Georgia, United States
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Managing Director - Investments / Private Wealth Financial AdvisorWells Fargo Advisors Aug 2014 - Jul 2023Atlanta -
Senior Vice President / Financial Advisor Cima®,Cfp®Morgan Stanley Apr 2011 - Aug 2014
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PresidentAlexander Investment Group-Wells Fargo Financial Network Feb 1994 - Aug 2014Atlanta, Georgia, United States
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Senior Vice President / Financial AdvisorRbc Wealth Management Feb 2006 - Apr 2011Greater Atlanta Area -
Senior Vice PresidentWells Fargo Advisors Feb 1993 - Feb 2006Greater Atlanta Area
Marc Alexander Skills
Marc Alexander Education Details
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University Of Georgia - Terry College Of BusinessFinance
Frequently Asked Questions about Marc Alexander
What company does Marc Alexander work for?
Marc Alexander works for Ascending Capital Management
What is Marc Alexander's role at the current company?
Marc Alexander's current role is Private Wealth Financial Advisor at Ascending Capital Management.
What is Marc Alexander's email address?
Marc Alexander's email address is ma****@****rbc.com
What is Marc Alexander's direct phone number?
Marc Alexander's direct phone number is +131487*****
What schools did Marc Alexander attend?
Marc Alexander attended University Of Georgia - Terry College Of Business.
What skills is Marc Alexander known for?
Marc Alexander has skills like Investments, Mutual Funds, Asset Allocation, Retirement Planning, Investment Strategies, Finance, Alternative Investments, Equities, Life Insurance, Variable Annuities.
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Marc Alexander
Atlanta, Ga
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