Alex Richards
Associate at CogentBlue Wealth Advisors
- Role
- Associate Financial Advisor at CogentBlue Wealth
- Location
- Knoxville, TN, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Associate Financial Advisor
Oct 2021 — Present · Knoxville, TN, US
Integrated financial planning and investment management for individuals and families of significant wealth, specifically addressing issues around wealth preservation, tax mitigation, legacy planning, asset protection and charitable giving
Education
Anderson University (SC)
Bachelor's degree, History and English
2012 — 2015
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