Our team at Alexander Investment Group brings decades of combined investment experience and a proven history of comprehensive wealth management. To view our full bios click on the photo below.
With more than two decades of experience managing investments and estate planning strategies, Marc Alexander uses a holistic and comprehensive approach to investment planning. He strives to earn a reputation for personal service and attention to detail by tailoring his financial advice to the needs of each individual client. By making communication the core of his client relationships, Marc aims to provide a truly personalized approach to managing his client’s financial health.
As a Private Investment Management (PIM) manager, Marc is laser-focused on fully customizing investment solutions geared toward his clients’ goals1. The PIM designation is awarded to a small percentage of Financial Advisors within Wells Fargo Advisors who have met the firm’s rigorous program criteria such as completing advanced training, having proven experience and holding appropriate registrations.
Marc believes in continuing education to stay current on economic changes and new wealth management trends. After obtaining his BBA in Finance from the University of Georgia in 1992, Marc went on to become a CERTIFIED FINANCIAL PLANNERTM (CFP®). He is also a Certified Investment Management AnalystSM (CIMA®) and a member of the Investment Management Consultants Association®. Marc holds insurance licenses for life, long-term care and annuities. He currently serves on the Certified Financial Planner Board of Standards.
Marc began his career in 1993 with Interstate/Johnson Lane Wachovia Securities, a predecessor firm of Wells Fargo Advisors. Early in his career, Marc developed and tailored the investment knowledge and processes that remain key to the team today. In 2006, Marc moved to RBC Wealth Management and then Morgan Stanley, in search of the firm to best fit the needs of his clients. In 2014, Marc and his team returned to Wells Fargo Advisors to take advantage of the firm’s broader set of wealth planning resources.
Outside of the office, Marc prioritizes his free time with his wife, Tanya, and their two children. Marc loves skiing and the outdoors and enjoys cycling, soccer, tennis and golf. He gives back to his community helping various charitable organizations, including his children’s school, Woodward Academy.
1 The PIM Program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
After earning his BA degree from Villanova University, John served as an officer in the United States Navy's amphibious force and with the “Brown Water Navy” in Vietnam where he was awarded the Bronze Star. Following his naval service he earned an MBA from Iona college Graduate School of Business and then joined the Ford Motor Company where he worked in various management positions for ten years.
John joined the Prudential-Bach Securities office in Atlanta in 1983 and has transitioned through the Wachovia Securities and Wells Fargo Advisors mergers. He is proud of having been able to provide outstanding client service for these past three decades with the help of such fine financial organizations. He is a CERTIFIED FINANCIAL PLANNER™ and Private Investment Management (PIM) Portfolio Manager and is dedicated to helping his clients meet their financial objectives, in part, through a commitment to his own ongoing education in this ever-changing world economy.
Active in his community and church, John is a past Rotarian and recipient of the “Rotarian of the Year” award and is a member of the Financial Planning Association of Georgia. John has a particular preference for “a shady spot on the beach with a good book in hand.”
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