Client Advisor

Alex Willard

“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.

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 is currently studying to become an IRS Enrolled Agent (EA). 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 Vice-Chair with the Blount County Young Professionals.

Alex married his wife, Hannah Willard, 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
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Advisory Services offered through LeConte Wealth Management, LLC., An SEC Registered Investment Adviser.