KEYS TO BUILDING AND PRESERVING WEALTH IN UNCERTAIN TIMES
Expert Shares Tips for Achieving Financial Goals in a Volatile Market—and How an Advisor can Help
GUEST:
Alex J. Gonzalez, Financial Planning Expert, Regions Private Wealth
Alex Gonzalez is a Regional Market Executive for Regions Private Wealth in Orlando, Florida. Gonzalez and his team work closely with high net worth and ultra-high net worth clients to provide customized solutions across a variety of investment and financial objectives. Gonzalez joined Regions in 2010. Previously, he served as Private Banking Director for Wachovia, now Wells Fargo, where he served clients in Miami, Orlando, Jacksonville, and other Florida cities for nearly 28 years
BACKGROUND:
Amid an ongoing pandemic, political transition, market volatility, and economic uncertainties in the U.S. and abroad, staying on track financially is a challenging task right now. Many have shifted their strategy to protect what they have, rather than focusing on building new wealth. But does there really need to be a trade-off?
On March 4, Orlando-based wealth manager and financial planning expert Alex Gonzalez will provide some insights and perspectives on how to work with a financial professional to craft an ideal strategy that combines protecting ones’ current assets while positioning oneself to build wealth in the future. .
