Alex Fontana

Alex M. Fontana
CFP®
Financial Advisor Truist Investment Services, Inc.
The Tucker-Fontana Group of Truist Investment Services, Inc.

4414 SW College Rd,

Suite 1450,

Ocala, FL 34474-0002

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About me

Background

Since starting my financial services career, I’ve provided solutions tailored to my clients’ specific needs, guiding families and business owners toward sustained financial comfort. I deeply believe in the importance of developing a sound financial plan to ensure long-term success. By earning my CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation, I enhanced my ability to help my clients achieve their diverse investment goals.

I gained my interest in financial services at an early age by watching my father, Thomas, build his investment services practice. I worked at Wells Fargo Bank in Tallahassee, FL, while attending college, and upon graduating joined a team of financial professionals at Wells Fargo Advisors in my hometown of Ocala before moving my financial planning practice to Truist’s predecessor firm, BB&T Scott & Stringfellow, in 2015. 

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

Education

Bachelor of Science
Florida State University 2013

Personal interests

I earned my bachelor’s in finance and real estate from Florida State University. My wife, Ariel, and I are the proud parents of the newest Fontana family addition, Alex Michael Fontana, Jr., (“AJ”) and have a baby girl due in April 2021. Outside of spending time with my family and friends, I enjoy fishing, golfing, firearms, exercising, and pretty much any other outdoor activity. I’m an active supporter of various charitable organizations and events, and am involved in the 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

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

  • 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

Accomplishments

CERTIFIED FINANCIAL PLANNER™
CFP Board 2016
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