About Me
Education
- Master of Arts, University of South Florida
- Series 7, General Securities Representative
- Series 63, Uniform Securities State Agent
- Series 65, Investment Advisor Representative
- Life, Health, and Variable Insurance Licenses
- Leadership Pinellas
- Leadership Tampa Bay
- Pinellas Partners for Moffitt Cancer Center
John has more than 30 years of investment industry experience and joined Stifel in 2013. He works closely with his clients to determine their objectives, such as planning for retirement, their child’s or grandchild’s education, or family wealth planning. John helps his clients create wealth management strategies that align with their goals and adhere to their specific risk tolerances.
John believes in a dividend-growth philosophy, focusing on total return and using income-oriented products to help mitigate risk. He meets with his clients on a periodic basis to review their progress with them and implement any changes, as needed. He is committed to establishing long-lasting relationships built on the highest possible levels of service, trust, and integrity.
Changes in market conditions or a company’s financial condition may impact a company’s ability to continue to pay dividends, and companies may also choose to discontinue dividend payments.
About Me
Education
- Master of Accounting, University of Florida
- B.S., Accounting, University of Florida
- Series 7, General Securities Representative
- Series 66, Investment Advisor Representative
- Life, Health, and Variable Insurance Licenses
- Certified Public Accountant Designation
- Young CPA Committee Member, Florida Institute of Certified Public Accountants (FICPA)
- Investment Advisory Board Member, Delta Tau Delta Fraternity
- American Institute of Certified Public Accountants (AICPA)
- University of Florida Alumni Association
Alex began his investment industry career at Stifel in 2024. Prior to joining Stifel, he had experience working at a Big Four public accounting firm, working on both large SEC issuers and private clients, with a focus on the financial services industry. He also has prior experience as a Certified Public Accountant (CPA) in the Tampa Bay area.
Alex leverages the knowledge gained in his prior experience in accounting to help his clients pursue their financial goals – whether that’s pursuing higher rates of return, planning for retirement, mitigating risks to assets, or identifying tax-efficient investment strategies. By outlining clients’ goals and risk tolerances, Alex works with his clients to construct a holistic wealth plan to address all aspects of his clients’ financial situation. While trading can be fast and exciting, investing calls for discipline in time-tested, rational strategies. Alex believes in taking a dividend-growth approach, focusing on total return and using income-oriented products to help mitigate risk. His goal is to develop a long-lasting relationship with his clients, focusing on strategies designed to generate, preserve, and efficiently transfer wealth across multiple generations.
Neither Stifel nor its affiliates or financial advisors offer legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.