BIRMINGHAM, Mich., May 26, 2017 /PRNewswire/ -- Schechter Wealth is pleased to announce that Alex Martin, CIMA ®, has joined the firm as Wealth Advisor, Director of Independent Partner Development. Mr. Martin comes to Schechter with over 20 years of experience providing independent wealth management to his clients. In addition to his role as a Wealth Advisor, Mr. Martin consults with CPAs and attorneys that wish to expand their scope of services and add value for their clients by offering insurance and investment advisory services.
Marc Schechter, Senior Managing Director said, "We are excited for Alex to engage the professional services community with the intent of helping advisors improve their client service as well as helping them add new revenue channels to their practice. With his background and experience, Alex has much to offer these professionals in educating and advising their high net worth clients."
Prior to joining Schechter Wealth, Mr. Martin spent nearly 20 years with Southeast Michigan consulting firms advising individuals, business owners, and professional services firms throughout the country. He also has experience establishing Registered Investment Advisers and has held a leadership position with a broker dealer.
Alex is a graduate of Michigan State University, a Certified Investment Management Analyst, has held his Series 7, 63, 24, 66, 53, 27, 79 licenses, and carries insurance licenses for life, accident, and health.
About Schechter Wealth
Schechter Wealth is a boutique, third generation wealth advisory firm. For over 75 years, Schechter's multi-disciplined team consisting of one or more JDs, LLMs, CLUs, PFSs, CAPs, MBAs and CFA charter holders has been quietly advising wealthy families on financial matters including institutional quality investment advisory services, advanced life insurance planning, income and estate taxes, business succession and charitable planning.
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SOURCE Schechter Wealth