Alex Greene,
CFP®, AAMS™, AWMA®
Financial Advisor, RJFS | Partner, Stonegate Financial
As an advisor at Stonegate Financial, Alex Greene has a passion for investment research and portfolio management, in addition to his primary responsibility to create, implement, and monitor financial plans.
For Alex, the best part of the job is being able to work with clients to provide them clarity into their financial situation, and relieving people from the burden of making critical financial decisions on their own.
Alex was bit by the financial bug early in life. He was raised by a family that promoted a self-reliant mentality, and he grew to appreciate hard-earned money and the freedom it could afford those who put in the time and effort. In college at North Carolina State University, Alex's eyes were further opened to the idea of generating wealth through disciplined goal setting, even on a modest income.
After graduating with a bachelor's degree in Accounting with a concentration in Financial Analysis, Alex spent two years at a financial software company. He simultaneously gained perspective on the operations side of planning practices and the responsibility of an advisor. This experience along with his affinity for investments and interest in personal financial management made him a perfect addition to our team in 2014. Soon after joining, Alex began pursuing securities licensing and designations as an Accredited Asset Management SpecialistSM, an Accredited Wealth Management AdvisorSM, and became a CERTIFIED FINANCIAL PLANNER™ Professional in 2016.
Alex enjoys spending time with his wife, Lane, and his daughter, Lyra. Alex is a native of New Bern, NC, and is fortunate to remain near his family and life-long friends. In his free moments, Alex can be found in the great outdoors, whether it's fishing, hiking, golfing at local courses, or simply reading a book on his porch. Alex also enjoys frequent walks with their dog, Luna, who also serves as our team's "chief greeter."