Integris Wealth Management is pleased to announce that Alex Black has been promoted from Associate Advisor to Advisor.
Alex has consistently demonstrated a passion for his work and a high level of collaborative focus since joining Integris in 2017 and has over 12 years of experience in financial services. Alex is a Certified PlannerTM certificant (CFP®) and transitioned to his new role effective October 1st.
As an advisor, Alex is responsible for servicing client relationships as well as formulating and implementing advice across a wide range of financial planning topics, including investment and retirement planning, cash flow analysis, estate planning, insurance planning, and tax planning. In addition to assisting clients with their financial well-being, Alex will help provide leadership, coaching, and training to Associate Advisors and Paraplanners.
To learn more about Alex’s professional background, click here. For more on Alex’s interests outside of work, see his Team Spotlight featured on the blog.
Please join us in congratulating Alex Black on his well-deserved promotion!