Alan Gross
Managing Director - Investments, Senior Financial Advisor at Wells Fargo Advisors
- Role
- Managing Director - Investments, Senior Financial Advisor at Wells Fargo Advisors
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Alan Gross
With 28 years of experience in financial services, I am dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. My experience - throughout major shifts in the markets - enables me to help my clients structure balanced portfolios to address their specific financial goals. I began my financial services career as an Account Executive with Morgan Stanley. In 1998, I joined Quick and Reilly, where I worked for 5 years. I then moved my financial practice to Wells Fargo Advisors in Atlanta. I have served Atlanta-area investors for 25 years and look forward to helping them meet their financial goals for many years to come. I have earned a Bachelor\'s degree in Mathematics from the University of Central Florida. In addition to applicable securities registrations, I hold a Master\'s of Business Administration from Georgia Tech. Committed to helping my community prosper, I am active with Congregation Or-Hadash. Away from the office, I also enjoy jogging, bicycling, softball, and the Atlanta Braves. My wife Rose and I live in Johns Creek with our children, Hannah and Danielle. This information is intended for use by residents of AL, AZ, CA, CO, CT, DC, FL, GA, HI, KS, KY, MA, MD, ME, MI, MO, MS, MT, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, and WA 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. Additional guidelines can be found on wfa.com/social
Experience
Managing Director - Investments, Senior Financial Advisor
Dec 2002 — Present · Roswell, GA, US
I help my clients manage their finances and make educated investment decisions as they transition through the various stages of life.
Education
Georgia Institute of Technology
MBA
1991 — 1994
University of Central Florida
B.S.
1987 — 1991
Skills
- Fixed Annuities
- 401k
- Annuities
- Securities
- Mutual Funds
- Financial Services
- Investments
- Retirement Planning
- Retirement
- Investment Planning
- Income Planning
- Financial Goals
- Finance
- Retirement Plan Services for Businesses and Executives
- Insurance
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