Experience

Williams Wealth Management, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Private Wealth Associate

  • Feb 2020 - Present

  Alex is a Private Wealth Associate and Financial Advisor at Williams Wealth Management. He prides himself on constructing unique and personalized financial allocations that guide his clients toward their ultimate financial goals. Through detailed cash-flow based financial planning, Alex is able to provide a holistic understanding of present and future needs along with insights into challenges that could occur leading up to and during retirement. If you see Alex in passing, ask him what… Show more Alex is a Private Wealth Associate and Financial Advisor at Williams Wealth Management. He prides himself on constructing unique and personalized financial allocations that guide his clients toward their ultimate financial goals. Through detailed cash-flow based financial planning, Alex is able to provide a holistic understanding of present and future needs along with insights into challenges that could occur leading up to and during retirement. If you see Alex in passing, ask him what he thinks about "The Transformative Client Experience" Show less



ALKU

• IT Services and IT Consulting

• Regulatory & Scientific Account Manager

  • Jun 2019 - Oct 2019

  Greater Boston Area

• Pharmaceutical Account Manager

  • Jun 2018 - Aug 2018