Alec Broughton, CFP®, FBS®

Principal

Louisville

Client Advisory

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.

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 2023

Connect with Alec

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