As a Financial Advisor, Alan brings more than 35 years of financial service industry experience to Legacy Private Wealth Partners and a dedication to helping his clients reach their financial goals. He specializes in retirement planning, along with risk management and personalized customer service.
Alan was previously a financial advisor with Wells Fargo Financial Advisors, Morgan Stanley, Smith Barney, and Shearson Lehman Brothers. He has a bachelor’s degree in political science from the City College of New York. Alan joined Legacy Private Wealth Partners in 2021.
Alan is a U.S. Air Force veteran and has served as a mounted police officer with an east coast Sheriff’s Department part-time. He enjoys volunteering with the Go Team Therapy Dog Group with his two German Shepherd dogs.