Client Relationship Manager, Internal Securities Specialist
BBA, Business Administration | University of Mississippi
Fund Specialist Certification | The Institute of Business and Finance
15 Years of Experience, Investment Advising | Nickels Wealth Management
Alex Holliman came to Addicus with nearly 15 years of experience in wealth management. He left his long-time position as an Investment Advisor Representative in search of a new way to apply his many years of experience. What he found at Addicus was a cutting-edge team that approaches financial planning from a different viewpoint.
Alex holds a Bachelor of Business Administration from the University of Mississippi and a professional designation as a Certified Fund Specialist. Alex is also well versed in the realm of securities and holds. After conducting close analysis, Alex is able to communicate to clients the many nuances and minute details that will have a strong impact on their financial future, and help them harness that knowledge to achieve long-lasting results.
“Most people have a cognitive idea of what they own, but we do the due diligence of gathering all aspects of their financial data. We dive in deep and discover a client’s Personal Financial Enterprise and detail it out for them.”Contact vCard email@example.com 662.269.6470