About Alex M. Blake
Alex began his career in financial services 14 years ago, with the Boynton Group at Morgan Stanley. As a Financial Advisor, he places focus on providing comprehensive wealth planning strategies, discretionary portfolio management, and acts as director of business strategy. As part of his commitment to advanced learning and continuing professional education, Alex earned the CERTIFIED FINANCIAL PLANNER™ designation in 2016. The title endorses his ability in assessing multifaceted retirement needs, investments, risk management and estate planning strategies. He maintains the Series 7 and 66 licenses.
Recognizing the importance of prudent planning, Alex takes a tailored approach to addressing the financial needs of high net worth families, pensions and endowments, being sensitive to goal funding, and risk parameters. This includes a commitment to managing portfolios with a bias toward risk reduction and low volatility. He leads the Boynton Group's investment due diligence model with those ideals top of mind.
Alex attended Bentley University in Waltham MA, graduating Cum Laude with a B.S. in Finance and Minors in International Economics and Computer Information Systems. As a former state champion at the age of 18, he has been a devoted golfer since childhood. He is an active member of Golf Fights Cancer, a wonderful organization that focuses on providing an immediate positive impact on treatment and experience for cancer patients and their families.
Securities Agent: NJ, PA, VA, MO, WV, WA, VT, TX, TN, RI, OH, NY, NM, NH, NC, MT, MN, MI, ME, MD, MA, IL, FL, DC, CT, CO, CA, AZ, AR, GA; General Securities Representative; Investment Advisor Representative
NMLS#: 1811734