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 member 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.


Richard Alexander is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AR (AR Insurance License #15783104), FL, MS, TN, and TX. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Richard Alexander is licensed and authorized to offer insurance in Arkansas, but ALEXANDER FINANCIAL GROUP LLC may not be. For additional information on Arkansas licensure status, please click here.

Richard Alexander is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 1110 Montlimar Dr Ste 1010, Mobile, AL, 36609, 251-340-3878. In this regard, this communication is strictly intended for individuals residing in the states of AL, AR, FL, MS, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Richard Alexander is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, AR, FL, MS, and TX. As such, these services are strictly intended for individuals residing in the states referenced.

ALEXANDER FINANCIAL GROUP LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither ALEXANDER FINANCIAL GROUP LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​