Alex McGrath has been in the finance industry for over a decade, but his interest in financial services started long before he stepped into an office. Watching his father work in finance for 40+ years, Alex was fascinated by the industry from an early age. Now a Private Wealth Advisor, he proudly works with his own clients to help them craft a meaningful financial plan and serves as a steady resource through all of the ups, downs, and unexpected curveballs that life might throw their way. Alex especially loves to remind clients that they’ve earned the right to enjoy their finances: “Always remember that you've spent your entire life accumulating the assets you have in retirement and it's time to enjoy the fruits of that labor! This is what we planned for.”
Alex joined the NorthEnd team in 2022 after 12 years with Raymond James. A native of Greenville, he earned his degree while also playing football for the University of South Carolina and considers himself a Gamecock to the core! When he’s not working with clients or cheering on his alma mater, you can find him spending time with his wife, Keri, his two children, Eliza & Banks, and their Golden Retriever, Huckleberry.
Education and Qualifications
EDUCATION:
University of South Carolina -Columbia
LICENSE(S):
Series 7 & 66 held through LPL Financial
REGISTERED TO DO BUSINESS IN:
AL, AZ, CA, CT, DC, FL, GA, IL, KS, KY, MI, NY, NC, OH, OK, OR, SC, TN, TX, VA
