Meet Alex Davis, a seasoned financial professional based in Indianapolis, Indiana.
With over a decade of experience in the financial services industry, Alex has developed a deep understanding of the complex financial needs of individuals and businesses. He is known for his ability to develop personalized investment strategies that are tailored to his client’s unique goals and objectives. He holds a bachelor’s degree in Financial Counseling & Planning from Purdue University.
Recently, Alex played a pivotal role in the strategic merger between Midwest Wealth and Larson Financial, bringing together two of the Midwest’s leading financial firms to offer an even wider range of services to clients. His expertise in corporate finance and strategic planning was instrumental in the success of the merger and the integration of the two firms.
When he’s not crunching numbers, Alex can be found on the golf course, a tennis court, or at the gym. His leisure time is spent with his wife Jenny and daughter Ava.
Check the background of this investment professional on FINRA’s BrokerCheck.
10475 Crosspoint Blvd
Indianapolis, IN 46256