Alex Fontana

Alex M. Fontana, CFP®
Senior Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.
The Brick City Group of Truist Investment Services, Inc.

4414 SW College Rd,

Suite 1450,

Ocala, FL 34474-0002

Alex.Fontana@Truist.com

Phone 352-390-2827

Fax 352-854-3303

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About me

Background

Alex’s interest in financial services began at age 10, inspired by his father Thomas’s work in investment management. He started his career as a Teller at Wells Fargo Bank during his junior year at FSU. In 2013, Alex joined his father and business partner Jeff Tucker at Wells Fargo Advisors as a financial advisor. In 2015, they transitioned to BB&T Scott & Stringfellow, now Truist Investment Services, Inc., to enhance client experiences.

Since 2011, Alex has delivered personalized solutions tailored to clients’ specific needs. Early on, he focused on income strategies for retirees. In 2016, he earned the CERTIFIED FINANCIAL PLANNER™ designation, expanding his expertise in financial, retirement, insurance, and estate planning. Today, Alex’s focus includes advising business owners on investment management, risk mitigation, and tax planning to maximize value.

Investment Adviser Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

Finance & Real Estate, B.S.
Florida State University 2013

Personal Interests

Alex and his wife, Ariel, are proud parents of their son and daughter. Outside of spending quality time with family and friends, Alex enjoys playing golf, fishing, shooting, playing video games, exercising and basically any other outdoor activity. Alex is an active supporter of various local and national charitable organizations and events and is involved in the local community’s economic and social development through a number of local organizations.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking needs of business-owners

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

Accomplishments

Top Next-Gen Wealth Advisors Best-in-State*
Forbes 2024
Note: Each advisor is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: In-person interviews, industry experience, compliance records, revenue produced and assets under management. The award was presented on August 2023 and is based on the aforementioned criteria through the calendar year preceding the award date.

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