[email protected] & No phone number available.

Marc Alexander

With more than two decades of experience managing investment and estate planning strategies, I have earned a reputation... | Atlanta, Georgia, United States

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Marc Alexander’s Emails [email protected]

Marc Alexander’s Phone Numbers No phone number available.

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Marc Alexander’s Location Atlanta, Georgia, United States

Marc Alexander’s Expertise 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.

Marc Alexander’s Current Industry Ascending Capital Management

Marc Alexander’s Prior Industry
Wells Fargo Advisors | Alexander Investment Group Wells Fargo Financial Network | Rbc Wealth Management | Morgan Stanley | Ascending Capital Management

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Work Experience

Ascending Capital Management

President

Sat Jul 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

Wells Fargo Advisors

Managing Director - Investments / Private Wealth Financial Advisor

Fri Aug 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jul 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

Morgan Stanley

Senior Vice President / Financial Advisor CIMA®,CFP®

Fri Apr 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Aug 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)

Rbc Wealth Management

Senior Vice President / Financial Advisor

Wed Feb 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Apr 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)

Alexander Investment Group Wells Fargo Financial Network

President

Tue Feb 01 1994 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Aug 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)

Wells Fargo Advisors

Senior Vice President

Mon Feb 01 1993 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Feb 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time)

Skills

Languages

Marc Alexander Email Addresses

[email protected] Email

Marc Alexander Phone Number

No phone number available. Phone number

FAQ About Marc Alexander

Marc Alexander is located at
Atlanta, Georgia, United States

Marc Alexander is a
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

Marc Alexander currently works in the
Ascending Capital Management

Marc Alexander specializes in
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.

Marc Alexander speaks the following languages:
No languages available.

Marc Alexander has prior experience in the following industries:
Wells Fargo Advisors , Morgan Stanley , Rbc Wealth Management , Alexander Investment Group Wells Fargo Financial Network , Wells Fargo Advisors

Marc Alexander has the following professional experience:
Ascending Capital Management , Wells Fargo Advisors , Morgan Stanley , Rbc Wealth Management , Alexander Investment Group Wells Fargo Financial Network , Wells Fargo Advisors .