Alex Reffett

alex_headshotWealth Management Consultant

Alex Reffett is a wealth management consultant and a retirement plan specialist with Atlanta Capital Group. Alex provides wealth advisory services to private clients including families, retirees and professionals. His passion is to help create a custom financial plan by understanding the client’s goals and personal values. He believes that each client is a unique person with unique goals.

He also works within the Retirement Plan Division and helps with growing the 401(k) practice area. Atlanta Capital Group advises on more than $225 million in qualified plan assets.

As an Atlanta native, Alex strives to give back to the community with his active involvement with the Metro-Atlanta Chamber and the Morningside-Lenox Park Association. In his spare time, he enjoys rock climbing, golfing, and organizing outdoor events for the Atlanta Outdoor Club where he volunteers as a trip leader.

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Professional Affiliations

  • Series 7
  • Series 63
  • Series 66

Education

  • Bachelor of Arts in Finance from Georgia State University
  • Certificate of Financial Planning, Robinson College of Business

Check the background of this investment professional on FINRA’s BrokerCheck.