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.
EducationWake Forest University, Bachelor of Arts in Economics
Professional Experience & Areas of FocusAlex 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®)