Alexander B. Intriago, AWMA®
Managing Partner | Investment Officer
Alex is Managing Partner – Investment Officer with Bridgemont Wealth of NFLA Financial Partners of Wells Fargo Advisors Financial Network. With over fourteen years of experience in the financial services field, he focuses on serving families by designing strategies for asset accumulation, preservation and wealth-transfer. He’s passionate about bringing clarity and confidence to families, individuals and businesses making important financial and investment decisions.
Alex’s career started in banking in 2010. In 2013 he moved into the private wealth space, where has spent more than a decade consulting with families and business owners as they navigate complexities around investment planning. He has built his practice on an unparalleled client experience and prides himself on providing unbiased, objective advice. He holds the ACCREDITED WEALTH MANAGEMENT ADVISOR℠ designation from the College for Financial Planning. This designation encompasses extensive education in the areas of wealth management for high-net-worth families, advanced investment strategies, succession planning for business owners, income & estate tax planning* and executive benefit design.
Alex and his family reside in Jacksonville. They are University of Florida Athletics Scholarship Club Gator Boosters for both the football and basketball programs. Alex currently serves on the Board of Directors for The River Club and is a Green Jacket Member of the Gator Bowl Sports Committee. Alex is passionate about local charities and is a sponsor of the Gator Bowl Dream Team and the Kilwins Ice Cream Run, benefiting the Clarke School. You can often find Alex hosting game nights at his home with friends, playing tennis or in the Swamp cheering on the Gators.