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.
Please join us in congratulating Alex Black on his well-deserved promotion!