Purpose Built Planning Director, Client Advisor

Alex Willard, EA

“It’s not about me” is a mentality that I strive to display daily. That mentality prompts my passion to serve others and cultivate meaningful relationships, which seamlessly aligns with the fiduciary values at LeConte. Stewardship is a value that I keep at the forefront of my life. I look forward to working with others by educating and asking tough questions that help them see what’s possible and pursue purpose.

Since 2016, Alex has worked hard to maintain a “sponge” mentality, soaking up knowledge from his seasoned co-workers and other industry leaders by spending most of his time reading and learning about taxation and financial planning.

After graduating from Maryville College in 2017 with a Bachelor of Arts degree in Finance and Accounting (minor in Sociology), Alex accepted a role as a Planning Associate. Since then, he has passed the Uniform Investment Adviser Law Examination (Series 65) and the Special Enrollment Examination (SEE). The SEE along with other requirements allowed him to receive the federal designation, Enrolled Agent (EA), handed down by the U.S. Department of the Treasury. In his current role, he provides support to clients in tax preparation, tax strategy, financial planning and supports, as well as manages client relationships.

Alex actively serves in several Blount County leadership roles. He serves on the United Way of Blount County Board of Directors and is a member of the Executive Committee. In addition, he currently serves as the Treasurer of the Board for the Blount County Youth Court and serves as Past Chair with the Blount County Young Professionals. He is a Leadership Blount 2023 alum.

Alex married his wife, Hannah, October 2021 and they reside in the Alcoa community with their miniature Golden Doodle, Dixie. They together enjoy serving with their Foothills Church community, traveling abroad, cheering on the Maryville College Fighting Scots/Tennessee Volunteers and also enjoy spending time with their family.

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GET IN TOUCHContact Alex

Address
4th Floor
333 E. Broadway Avenue
Maryville, TN 37804
Phone
(865) 379-8200
Check out our writings

Financial Friction

blog posts
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Tennessee Disaster Tax Relief
Tennessee Disaster Tax Relief
Memo from the IRS: “The Internal Revenue Service announced today tax relief for individuals and businesses in the entire state of Tennessee affected by severe storms, straight-line winds, tornadoes and flooding that began on April 2, 2025. These taxpayers now have until Nov. 3, 2025, to file various federal individual and business tax returns and make tax payments....
The Cost of Tariffs vs The Cost of Fear
The Cost of Tariffs vs The Cost of Fear
Below I compare the potential cost of Trump Administration’s tariffs* to the market cap decline so far in 2025 from the fear of what these tariffs will cost. TLDR/Summary: Tariffs will cost about $1.37 trillion a year if everything remains static (it won’t). So far in 2025, the market has declined by about $5.7 trillion...
Decoding Social Security: Part 2
Decoding Social Security: Part 2
When it comes to Social Security, timing is everything. The decision of when to start taking benefits can have a lasting impact on your retirement income. While Social Security was never meant to replace your full paycheck, it provides essential financial security for millions of retirees. Understanding how benefits are calculated, how your decision affects...
Spring Financial Cleaning
Spring Financial Cleaning
Spring isn’t just a time for decluttering closets and scrubbing baseboards — it’s also the perfect season to tidy up your finances. Just like your home, your financial life can accumulate clutter over time, and a seasonal refresh can set you on the path to better money management. Let’s dive into how you can conduct...
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