My Background

Trace Alexander is a Gulf Coast native. He graduated from Fairhope High School, and went on to earn his B.S. in Accounting from The University of Alabama at Birmingham.

Over his ten years of experience in the financial services industry, Trace has worked diligently to cultivate a business that takes a holistic approach to the planning process. He takes pleasure in getting to know the overall dynamic of his clients, their families, and businesses. Trace is driven by seeing his clients' financial goals become reality. His commitment to developing personalized strategies to fit where they are today, where they want to be, and all the changes that happen in between are what make his services valuable.

He continues his commitment to a holistic planning approach by staying current in all financial aspects that impact his clients, maintaining an open line of communication with them, and constantly assessing the most efficient strategy for their current and future goals. 

Trace is a member of the National Association of Insurance and Financial Advisors, which has recognized him as Top Advisor in the state of Alabama. He continues to qualify as a memeber of the Million Dollar Round Table - The premiere association of financial professionals. He also is a continuous qualifier for New York Life's Executive Council. Trace's involvement in the financial professional community allows him the ability to work with a multitude of companies to provide his clients with the best options.

Outside the office, Trace can be found in the woods, on the water, or on the back porch grilling. An avid hunter and fisherman, Trace loves spending time outdoors. He also enjoys swapping stories with clients come the work week! Alongside Trace are his two ladies; Lauren, his wife, and Millie, their chocolate lab - both of whom love to hunt and fish with Trace.

 

 

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