Alex is a financial advisor at Casco Bay Wealth Advisors and an Investment Adviser Representative of Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. He joined the financial services industry in 2014 and has grown his practice focused on helping his clients live the life they love, now and in the future.
Alex specializes in customized wealth-building and wealth-protection strategies for busy professionals, business owners, pre-retirees, and high-net-worth families.
Licenses and Registrations
- Investment Adviser Representative of Commonwealth Financial Network
- FINRA Series 7 and 66 securities registrations
- Life and health insurance licenses
Notable
- BS in Jazz Performance from the University of Southern Maine
- Volunteered with the Maine Alzheimer’s Association on the “Walk to End Alzheimer’s” planning committee for many years
- Performed in various musical groups over 20+ years, including sharing the stage with Herbie Hancock and Michael McDonald
Personal Information
Alex lives in South Portland with his wife, two sons, and their half dachshund/half pitbull (Weiner-Pit) Seamus. Outside of work, Alex loves playing drums, fresh coffee, reading a good spy book, soul music, and taking Seamus on hikes. Most often though, he’s with his family—in the backyard pool, enjoying the Maine outdoors, at a hockey rink or ball field, or at the beach—and being the best father and husband he can be.