ALEX FONTANA

Alex’s interest in financial services began at age 10, inspired by his father Thomas’s work in investment management. He started his career as a Teller at Wells Fargo Bank during his junior year at FSU. In 2013, Alex joined his father and business partner Jeff Tucker at Wells Fargo Advisors as a financial advisor. In 2015, they transitioned to BB&T Scott & Stringfellow, now Truist Investment Services, Inc., to enhance client experiences.

Since 2011, Alex has delivered personalized solutions tailored to clients’ specific needs. Early on, he focused on income strategies for retirees. In 2016, he earned the CERTIFIED FINANCIAL PLANNER™ designation, expanding his expertise in financial, retirement, insurance, and estate planning. Today, as a Certified Exit Planning Advisor, Alex’s focus includes advising business owners on investment management, risk mitigation, and tax planning to help clients maximize value.

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Alex’s interest in financial services began at age 10, inspired by his father Thomas’s work in investment management. He started his career as a Teller at Wells Fargo Bank during his junior year at FSU. In 2013, Alex joined his father and business partner Jeff Tucker at Wells Fargo Advisors as a financial advisor. In 2015, they transitioned to BB&T Scott & Stringfellow, now Truist Investment Services, Inc., to enhance client experiences.

Since 2011, Alex has delivered personalized solutions tailored to clients’ specific needs. Early on, he focused on income strategies for retirees. In 2016, he earned the CERTIFIED FINANCIAL PLANNER™ designation, expanding his expertise in financial, retirement, insurance, and estate planning. Today, as a Certified Exit Planning Advisor, Alex’s focus includes advising business owners on investment management, risk mitigation, and tax planning to help clients maximize value.

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