Alex Cooper

Alex Cooper

CFP®

Alex Cooper is a financial professional with AXA Advisors, LLC and a partner of the PRISM Group of North Florida, a comprehensive financial services firm.  

For over 11 years, Alex has used his expertise in helping clients make sense of their financial planning matters. Many times those who he works with begin with a common question, and that is.."Alex, where do I start?” His answer to that is simple. You should start with a relaxed, face to face conversation with a financial professional who has excelled in one of the most volatile markets in the last 20 years.

Who does Alex work with?

Alex focuses on providing investment, life insurance and retirement planning strategies to professionals, executives, business owners and growing families. While having clients from diverse personal and professional backgrounds, he still tends to combat these universal client thoughts..

- Will I have enough income to retire at the age and specifically the lifestyle I deserve?

- Are the current investment account(s) I hold the most cost efficient and performance oriented available? What else is out there?

- What will happen to my family financially if I were to pass away prematurely?

- I know I need to start saving to put my child or children through college, should I be intimidated by college costs?

- What should be my exit strategy for my retirement plan assets if I were to leave my current employer or retire?

All of these questions are rooted in emotion. As most know, emotions can outweigh logic in times of stress or turmoil. Alex strives to take the emotion and ultimately the uncertainty out of the financial planning process with his skill set. That process is one you should not enter into lightly, however it is one that needs to be addressed sooner rather than later, for the greater good of you and yours.

 

Alex is a third generation Jacksonville native and lives in Jacksonville Beach with his wife and two children.

 

 

Educational Background: 

B.S.B.A. , University of Florida, Warrington School of Business, 2007

           

CERTIFIED FINANCIAL PLANNER TM professional .

 

CFP® , CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. Financial Plans are offered through AXA Advisors. Estate Planning is funded through the use of life insurance and other financial products.

 

*Advanced Learning Curriculum: Asset Allocation & Portfolio Management, Harvard University, Cambridge, MA, 2016

 

 

Civic Involvement:

* Current President, Jacksonville Young Executive Board

* 2012 Vice President of Membership, CSX Toastmasters International

* 2012 Treasurer, Up and Cummers, Cummer Art Musuem and Gardens

* 2011 President , CSX Toastmasters International

*K9's for Warriors (Present)


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

The PRISM Group of North Florida, Inc. is not owned or operated by AXA Advisors, LLC or its affiliates.

Phone 904-596-7922
Fax (904) 353-7194