Alexander “Alec” Williamson
Alec has been in the financial services industry for the past 30 years. He has been a Certified Financial Planner™ (CFP®) for 26 years and has 20 plus years of experience working as a fee-only financial planner. Prior to that time, he was a commercial lending officer with Rainier Bank/Security Pacific Bank and a registered representative with SunAmerica Securities.
Prior Work History
StanCorp Investment Advisers, Inc. October 2006 – September 2010
Senior Investment Counselor Lynnwood, Washington
Focus: Maintain and expand the clientele for a fee-only financial planning and investment management company; manage client investment portfolios; review estate and insurance coverages; prepare comprehensive long-term financial plans. Our team, Alec & Darron, had the highest or tied for the highest client satisfaction ratings of StanCorp’s offices across the country.
Lakeridge Financial Partners, LLC October 1994 – October 2006
Certified Financial Planner™ Seattle, Washington
Focus: Establish and develop a fee-only financial planning practice; manage client portfolios composed of equities, bonds and mutual funds; develop comprehensive financial plans using static and Monte Carlo modeling; review educational funding and employee stock option packages; evaluate early retirement packages; provide second opinion advice to hourly clients without a commissioned-based bias.