Alexander “Alec” Williamson

Alec has been a financial professional for 30 years. 

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
Owner / Managing Director, 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.