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Our financial advice team


Alec Thomas, Financial Advisor serving the The Villages, FL area - Ameriprise Advisors

Alec Thomas

CMFA®

Financial Advisor

Vice President of
Cebert Wealth
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Military Financial Advisor
  • Retirement Income Strategies
  • Sustainable and Responsible Investing
  • Wealth Preservation Strategies
  • Insurance
  • Investment Management
  • Investments

Qualifications

  • CMFA® Certified Military Financial Advisor®
  • Certified Military Financial Advisor (CMFA)
  • Series 7 - General Securities Representative
  • Series 63 - Uniform Securities Agent License
  • Series 65 - Investment Advisor Representative
  • Life, Health and Variable Annuities Insurance License

Education

  • B.A. in Political Science/Pre-Law, University of Central Florida, Orlando, FL

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Villages Honor Flight Guardian

Interests

Alec and Julie, his wife of 20 years, live in Ocala with their three sons; Ashton, Chase and Carter. In addition to spending time with his family, Alec enjoys boating, the outdoors, sports and traveling.