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. He is also a member of the Community CLS (Connect. Lead. Serve.) club and the Executive Committee with United Way. In addition, he currently serves as the Treasurer of the Board for the Blount County Youth Court and serves as 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 church, 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
703 William Blount Drive,
Maryville, TN 37801
Phone
(865) 379-8200
Email
alex.willard@lecontewealth.com
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Financial Friction

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The Festive Frenzy: Navigating FOMO During the Holiday Season
The Festive Frenzy: Navigating FOMO During the Holiday Season
The holiday season is synonymous with joy, celebration, and a sense of togetherness. However, in the age of social media and constant connectivity, a new phenomenon has emerged, casting a shadow on the festive cheer – the Fear of Missing Out, or FOMO. This psychological phenomenon, driven by the fear of not being included in...
Practicing Gratitude This Holiday Season
Practicing Gratitude This Holiday Season
What is gratitude? The Oxford Dictionary defines gratitude as follows: the quality or condition of being grateful; a warm sense of appreciation of kindness received. As we approach the holiday season, practicing gratitude may move to the forefront of your mind. Personally, practicing gratitude is something that needs to become a permanent fixture at the...
Avoiding the Crowded Trade
Avoiding the Crowded Trade
Finance scholars have produced volumes of research on investor behavior and financial decision making. The field of behavioral science is fascinating because we can easily inject ourselves into the discussions and circumstances to validate what scientist postulate. Experience is a great teacher in these matters, but even bad experiences aren’t enough to keep our inner...
Will Your Beneficiaries Celebrate You
Will Your Beneficiaries Celebrate You
For the first time since having children, I did not go Trick-or-Treating this year. It’s amazing how fast certain phases of our lives pass by. In my extra time on Halloween, I began to read about the Day of the Dead that falls at roughly the same time on the calendar. As National Geographic identifies...
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