Alex Gourlay Wealth Management Advisor Central Florida Private Bank Team

As Wealth Management Advisor, Alex Gourlay serves as your wealth management coordinator and consultant. Alex collaborates closely with you and an experienced team of Fifth Third specialists to deliver the right investment solutions for your objectives.

Education

Wake Forest University, Bachelor of Arts in Economics

Professional Experience & Areas of Focus

Alex has over 25 years of financial management experience. In his current role he leads a team of Wealth management professionals in both the Orlando and Jacksonville markets.

Licenses & Professional Designations

  • Registered Uniform Securities Agent (Series 63)
  • Registered General Securities Representative (Series 7)
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Personal & Community Participation

Alex and his wife, Karen, have three children and live in Longwood. Alex is active in the Winter Park Rotary Club and the Winter Park Library.