Focus

  • Private clients and families
  • Corporate employee retirement plan services
  • Financial Planning
  • Insurance and Risk Assessment

Experience

  • B. Riley Wealth Management, since 2018
  • Morgan Keegan 2010 – 2013
  • ** Professional Golf 2013-2018
  • Certified Retirement Plan SpecialistSM (CRPS®)

Education

  • University of Tennessee

Biography

Alex joined B. Riley Wealth Management in 2018. He works in partnership with the Hays Financial Group, which manages more than 40 retirement plans with over $400 million in assets and over 6,000 participants. Hays Financial Group also manages assets for individual clients and households. Alex understands the complexity of retirement planning and works with clients to support their goals and to prioritize their needs.

B. Riley Wealth is a leading private wealth and investment management platform that provides comprehensive consultative financial planning services and solutions spanning securities brokerage, investment management, variable insurance products, and tax planning and preparation services. B. Riley Wealth's experienced representatives leverage the diverse resources and expertise offered by other B. Riley companies to meet their clients' unique financial needs.