Alexander P. Harrison has more than 20 years of experience working exclusively with executives, professionals and business owners. The Florida native specializes in estate and gift planning, financial independence, investment planning, employee stock option analysis, wealth accumulation, insurance analysis and business succession planning.
Alex is a graduate of the Coggin College of Business at the University of North Florida, with a Bachelor of Business Administration degree majoring in Financial Services. He is also a Registered Financial Consultant (RFC) with Lincoln Financial Advisors Corp. and an avid student of the business.
Additionally, Alex is a “Prestige Member” of Sagemark Consulting Private Wealth Services (SPWS), a preeminent group of financial planners within Lincoln Financial Advisors Corp., who possess exceptional experience. The “Serve First” philosophy is evident within this group of practitioners. With extensive experience working with large corporations and their executives, Alex’s unique expertise allows him to work closely with advisors and clients around the country.
As a survivor of oral cancer, Alex knows what’s really important; faith, family, friends. Empathy, wisdom and situational awareness are critical characteristics that Alex possesses and leads for his team. The Jacksonville, Florida resident is married to Kami and they have two children, Kinley and Maguire.