CERTIFIED FINANCIAL PLANNER® Professionals
Marc A. Alexander, President | Armistead Burwell, Senior Vice President | Doug Astrop, SVP Director of Investment Strategy
Roy L. Fabbrini III – President | Theresa Fabbrini, Senior Vice President are CFP® professionals.
A Financial Advisor has earned this designation through demonstrating skills in analyzing and developing personal long-term financial strategies. A CFP® has completed hundreds of hours of rigorous courses and examinations offered by various colleges and universities across the country. These courses are then followed by a 10-hour comprehensive examination administered according to the Certified Financial Planner Board of Standards. The qualification process, comprehensive array of advice and skill-based approach distinguish CERTIFIED FINANCIAL PLANNER® practitioners from other professional advisors, who typically focus on only one area of a client's financial life.
Marc A. Alexander, President | Armistead Burwell, Senior Vice President | Doug Astrop, SVP Director of Investment Strategy
Roy L. Fabbrini III – President | Theresa Fabbrini, Senior Vice President are CFP® professionals.
A Financial Advisor has earned this designation through demonstrating skills in analyzing and developing personal long-term financial strategies. A CFP® has completed hundreds of hours of rigorous courses and examinations offered by various colleges and universities across the country. These courses are then followed by a 10-hour comprehensive examination administered according to the Certified Financial Planner Board of Standards. The qualification process, comprehensive array of advice and skill-based approach distinguish CERTIFIED FINANCIAL PLANNER® practitioners from other professional advisors, who typically focus on only one area of a client's financial life.
PRIVATE INVESTMENT MANAGEMENT
Marc A. Alexander, President | Seth Asher, Managing Partner
PIM Portfolio Managers must meet criteria including proven experience as a Portfolio Manager, substantial assets under management, our firm’s requirement for industry experience, successful completion of FINRA Series 65 or 66 exam, Branch Office Manager/Qualified Supervisor and Regional President approval, and completion of our advanced training program. As PIM Portfolio Managers, Marc Alexander and Seth Asher, offer customized investment portfolios geared toward clients' specific investment goals.
*The PIM program may not be appropriate for all investors. Please carefully review the Wells Fargo Advisors Financial Network, LLC advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
Marc A. Alexander, President | Seth Asher, Managing Partner
PIM Portfolio Managers must meet criteria including proven experience as a Portfolio Manager, substantial assets under management, our firm’s requirement for industry experience, successful completion of FINRA Series 65 or 66 exam, Branch Office Manager/Qualified Supervisor and Regional President approval, and completion of our advanced training program. As PIM Portfolio Managers, Marc Alexander and Seth Asher, offer customized investment portfolios geared toward clients' specific investment goals.
*The PIM program may not be appropriate for all investors. Please carefully review the Wells Fargo Advisors Financial Network, LLC advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
CERTIFIED INVESTMENT MANAGEMENT ANALYST®
The CIMA® certification is one of the most valued certifications in the industry. CIMA® is the highest level of advanced investment education for client-facing advisors.
Marc Alexander and Doug Astrop both hold the CIMA (Certified Investment Management Analyst) designation from the Wharton School at the University of Pennsylvania. This prestigious certification signifies their expertise in advanced investment strategies - including portfolio theory, asset allocation, risk management, and performance measurement. The rigorous program combines theoretical knowledge with practical application, equipping them to deliver sophisticated, objective financial advice. Their CIMA credentials position them among an elite group of professionals, providing the elite expertise that ultra-high-net-worth investors require.
The CIMA® certification is one of the most valued certifications in the industry. CIMA® is the highest level of advanced investment education for client-facing advisors.
Marc Alexander and Doug Astrop both hold the CIMA (Certified Investment Management Analyst) designation from the Wharton School at the University of Pennsylvania. This prestigious certification signifies their expertise in advanced investment strategies - including portfolio theory, asset allocation, risk management, and performance measurement. The rigorous program combines theoretical knowledge with practical application, equipping them to deliver sophisticated, objective financial advice. Their CIMA credentials position them among an elite group of professionals, providing the elite expertise that ultra-high-net-worth investors require.
Accredited Wealth Management Advisor℠
Seth M. Asher, Managing Partner, has earned the Accredited Wealth Management Advisor designation through the Academy of Multidisciplinary Practice, Inc. and the Estate & Wealth Strategies Institute at Michigan State University. Recipients of this certification are recognized for their advanced knowledge in the specialty areas of investment strategies, insurance, estate planning, charitable giving, business succession solutions, and retirement planning.
Seth M. Asher, Managing Partner, has earned the Accredited Wealth Management Advisor designation through the Academy of Multidisciplinary Practice, Inc. and the Estate & Wealth Strategies Institute at Michigan State University. Recipients of this certification are recognized for their advanced knowledge in the specialty areas of investment strategies, insurance, estate planning, charitable giving, business succession solutions, and retirement planning.