Alex Barnes, CFP®
Wealth Advisor
Alex joined the firm in 2013 after serving as a Senior Financial Services Officer at State Employees Credit Union. As a Wealth Advisor, Alex specializes in financial and retirement planning and enjoys working with individuals and families.
He concentrates on the design and implementation of comprehensive retirement and estate plans for both pre-retirees and retirees. Additionally, Alex works to create customized financial plans to pursue both business and personal objectives.
Alex has been married to his wife, Kate since 2010 and they have two children. Alex stays involved in the community by routinely participating in local charity events, in particular, those related to breast cancer and children’s cancer.
Areas of Focus
Comprehensive Financial Planning
Budgeting/Cash Flow Analysis
Risk Management
Investment Management
Retirement Planning
Estate Planning
Education
North Carolina State University, Raleigh, NC
Central Piedmont Community College, Charlotte, NC: CERTIFIED FINANCIAL PLANNER™ certification
Professional Credentials
CERTIFIED FINANCIAL PLANNER™ Practitioner
Securities Exams Passed:
Series 63 – Uniform Securities Agent State Law Exam
Series 65 – Uniform Investment Advisor Law Exam
Insurance Licenses
Life, Accident, and Health
Long-Term Care and Medicare Supplement
Property and Casualty