Alex Townsend
Wealth Manager, Dave Ramsey SmartVestor Pro, Insurance & CLTC
- Role
- Wealth Manager, Dave Ramsey Smartvestor Pro at Steward Wealth Strategies
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Alex Townsend
My goal is to advise and educate clients and their families about their overall financial…
Experience
Wealth Manager, Dave Ramsey Smartvestor Pro
May 2009 — Present
Disclosure: Securities, insurance, and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Additional advisory services offered through Steward Wealth Strategies. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.Working with an advisor that is part of the SmartVestor Pro network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a SmartVestor Pro will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors pay a fee to belong to the SmartVestor program. Dave Ramsey and the Dave Ramsey SmartVestor Pro program is not affiliated with Osaic Wealth, Inc. and is not sponsored or endorsed by Osaic Wealth, Inc.Representatives may not be registered to provide securities and advisory services in all states.FINRA: SIPC: inquiries or correspondence please (85••••••85 or 343 E. Six Forks Rd, Ste. 388, Raleigh, NC 27609.
Education
Presbyterian College
BS
1969 — 1973
Wake Forest University
MBA
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