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Biography

Alec is a Principal in the Louisville office, where he provides comprehensive financial planning services to clients. He meets with individuals, corporate relationship clients, and business owners regularly to help them work toward financial clarity.

Prior to joining Cerity Partners, Alec served as a Senior Financial Advisor with ARGI Financial Group in his first full-time financial planning role post-college. Before ARGI, he had internships and participated in job shadowing to gain insight and experience in what it takes support clients in the wealth management industry.

Learn more about my practice.

Education

  • B.S. in Financial Planning with a minor in Sales from Western Kentucky University

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Financial Behavior Specialist®
  • Forbes Top Next-Gen Wealth Advisors Best-In-State (2024, 2023)

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Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.