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.

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 locally, abroad 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
Check out our writings

Financial Friction

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Creating Your Legacy
Creating Your Legacy
One of our retired clients approached us earlier this year asking about leaving a legacy. They were reflecting on their estate plan and how to create a lasting impact for causes they were passionate about. We created a strategy using a Donor Advised Fund to help them align their charitable giving with their goals, maximize...
Credit Card Debt – Consumer Debt at its Worst
Credit Card Debt – Consumer Debt at its Worst
The Federal Reserve Bank of New York just released their household debt and credit report for the first quarter of 2023, and the results were startling. Total consumer debt rose to a record $17.05 trillion in the first quarter of 2023, an increase of $148 billion, or 0.9%, from the fourth quarter of 2022. Consumer...
College Graduation – What Has Changed in 230 Years
College Graduation – What Has Changed in 230 Years
Graduation Time! My daughter graduated from law school last weekend. She has a job lined up with a family law practice in Phoenix, so she’ll be taking the bar exam later this summer out west. My wife and I are proud of her academic accomplishments and the hard work that she put into it. Hard...
Painting your own picture
Painting your own picture
This week is going to be a busy week for me. As many know, I have three sons and the school year is ending for all of them. It’s especially important to my middle son who is wrapping up his high school baseball career and will be graduating on Friday. It’s kind of amusing to...
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Advisory Services offered through LeConte Wealth Management, LLC., An SEC Registered Investment Adviser.