Alex Mottle 

Financial Planner

Alex believes that achieving financial success does not always simplify life. In fact, affluence generally increases the complexity of the decision-making process. The greater one’s wealth, the more time and knowledge must be invested in maintaining its growth, protection and ultimate distribution.

Alex has found that the media bombards us with generalized  advice to the general population, which isn’t always correct advice or personalized to the individual. The ideal solution is a wealth management firm that can help define and achieve each client’s unique, long-term goals through a comprehensive, holistic program of investments, tax planning, asset allocation, risk management, insurance, retirement planning and estate planning.

Alex and his team help provide that solution...in an independent, objective and integrated fashion. A single-source wealth management firm for successful executives, affluent individuals, and business owners, Alex provides oversight and strategic management of every aspect of his clients` financial lives. For corporate clients, Alex and the team advise them on benefit programs and qualified plans for their employees, including customized carve-out programs for senior executives.

Alex graduated from the University of Delaware with a Bachelor of Science in Business Management in 2014. While attending the University, he played varsity baseball for the Fighting Blue Hen’s. Alex was a four year letter winner, Team Captain and 3rd team all Colonial Athletic conference in his senior year.

Alex launched his financial services career with the firm prior to graduation, joining the firm as an intern in his senior year. In 2016, Alex became a Managing Associate, recruiting and mentoring new associates.

 



CRN201904-209867

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