James Alexander, CFP®

James Alexander is a Partner in the Wheaton office. He provides holistic wealth management and retirement planning for high-net-worth families. With over 15 years of experience, he provides investment and financial planning, estate planning, tax planning, and insurance planning, tailoring strategies to help clients achieve their retirement dreams 

Prior to joining Cerity Partners, he was a Partner and Senior Financial Advisor at Edge Financial Advisors, working closely with families to help them transition into a fulfilling retirement. Beyond his advisory role, he helped lead the firm’s associates, guiding their growth and helping them chart a path to success within the company. James was also previously employed as a branch manager at TD Ameritrade. 

In his spare time, James enjoys playing chess and pickleball. He is an avid baseball enthusiast and a devoted Chicago Cubs fan. James lives in Naperville with his wife Rachel and son Theo. 

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