For over twenty five years Alan has helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Alan has dedicated his career to delivering the personalized investment planning services his clients deserve. Since 2014 he has been recognized as a Premier Advisor, a des
ignation held by a select group of advisors within the firm as measured by completion of educational components, business production based on either of the past two years, and professionalism. In 2006, Alan earned the CERTIFIED FINANCIAL PLANNER™ professional certification by completing an approved educational program, passing a rigorous examination and meeting stringent experience requirements. Alan returned to his hometown of Panama City to build his advisory practice. Away from the office, he likes to stay active by golfing and weight training and has successfully
completed Ironman Florida in both 2009 and 2013. Alan is currently accepting new clients that share his investment philosophy. This information is intended for use by residents of AL, AR, AZ, CA, CO, FL, GA, IL, KY, MA, MD, MN, MO, MS, NC, NM, NV, OH, OK, OR, PA, PR, SC, TN, TX, UT, VA, WA, WI, and WV only.
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Investment and Insurance Products are:
* Not Insured by the FDIC or Any Federal Government Agency
* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
* Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm.
