Alex Wilson
Institutional Portfolio Analyst
Atlanta, GA
Alex Wilson is an institutional portfolio analyst for the Institutional Division of Ronald Blue Trust.
Alex actively participates in various aspects of the institutional client management process, encompassing responsibilities such as prospecting, onboarding, investment strategy, trading, and reporting. Moreover, he provides administrative support by undertaking various client service, investment management, office administration, and accounting responsibilities to support the Institutional team in serving and assisting clients.
Prior to joining Ronald Blue Trust, Alex was a wealth management client associate at Cornucopia Wealth Management where he provided support to the financial advisor in various wealth management topics including financial planning, investment management, and retirement planning.
Alex earned his BS in business administration, MBA, and a master’s degree in sports business management from the University of Central Florida.
Alex enjoys travel, reading, and sports. He currently resides in Atlanta, GA.
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We define the term “Christian Financial Advisor” to be someone who has received special training (such as that received in the Certified Kingdom Advisors (CKA®) Educational Program) in applying biblical principles to financial technical expertise. Because these financial principles come from both the Old and New Testaments of the Bible, a book whose timeless wisdom has been applied to business and financial matters for thousands of years, we refer to these principles as “Biblical Financial Principles,” and the advisors that have been trained in them as “Christian Financial Advisors.” Across the globe, people with different faiths, beliefs, and backgrounds use these principles in the management of their wealth.
Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.