Building and preserving wealth at every life stage
In the investment industry there is no substitute for experience when it comes to Advisors. With so many financial options available, it can be difficult to figure out what’s right for you. It’s important to talk to an experienced, knowledgeable advisor that you trust and who cares about your personal financial wellbeing.
With Alexander Wealth & Associates Advisory Group of Raymond James Ltd., we provide a depth of ability and resources to match your needs and to help you make the most of each investment opportunity. We offer an array of personalized services, total wealth solutions and expert advice that can help make a positive difference in the pursuit of your financial goals.
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Total Wealth Solutions
Through our Total Wealth Solutions approach, we collaborate with you to help you reach your financial goals at every stage of life. Whether you’re planning for retirement, growing a business, or transferring wealth to the next generation, we create a cohesive strategy that provides the best solutions to fit your individual needs. Empower your wealth journey with personalized advice from our dedicated team of specialists that help incorporate;
- Financial Planning
- Investment Management
- Insurance Solutions
- Tax Solutions
- Estate and Trust Services
- Charitable Giving Strategies
A Partnership Focused On You
Our goal is to help you exceed your goals. We aim to build a deep, lifelong relationship with you to reduce the stress in your wealth journey. Supported by our team of Raymond James specialists, we partner with you, engage in a deep discovery process, and develop a personalized plan for the long term to help you use your wealth to create the life you envision.
MEET YOUR ADVISORY TEAM
Our team will work together, collaborating with our dedicated team of Raymond James Ltd. specialists, to diligently apply decades of cumulative industry knowledge and experience to analyze, research and strategize on your behalf.
Raymond James Ltd.
Darren Alexander, CFP®, CIM®, FMA
Experience is invaluable, and having worked as an advisor in the Bank, Trust and Credit Union sectors of the investment industry, Darren is able to apply a wealth of knowledge to a wide range of client situations and needs. During his extensive investment career he has helped his clients through many market corrections, including three major crises. Those were challenging times for clients and advisors alike, but Darren was able to help his clients keep focused on their long term objectives without panicking and making knee jerk decisions to sell on emotion. This ultimately protected them from locking in portfolio losses.
A key focus of Darren’s is to help families and individuals transition through the main stages of life financially, with particular attention to retirement planning, retirement income planning and succession planning.
Holly Begley
Holly joined the Alexander Wealth & Associates Advisory Group team in 2022 after a successful 30 year career in retail operations for several major companies. She has great analytical mind and a passion for customer service.
Raymond James Ltd.
Learn more about us
Raymond James Ltd.
