Alexander Gregory Pruitt

Alex Pruitt started his career as an advisor January 2009 helping people invest and manage portfolios. His clients range from individuals to corporations, retirement plans, estates and charitable foundations. He will challenge your perceptions, call it like he sees it and occasionally, make you laugh.

He enjoys reading, golfing, skiing, playing soccer and spending time with family.

Favorite part of the job

It’s all about building long-term, trusted relationships with clients and their families. The work we do is about solving problems for clients and providing them with confidence to decide what’s best for them. I’m just as happy digging into a complicated financial plan as I am studying the markets and investing.

Education

University of St. Thomas 08′

Licenses

AK, CA, CO, CT, IA, KS, MN, NE, NY, SC, SD, TX, WI