Our Team

Team photo

When you became my client, you place your trust in me to help make your vision a reality. I honor that trust with the help of my expert support staff. Together, we make a strong commitment to customer service.

Alex Roepe

Alex Roepe, CFA®, MBA

Associate Wealth Management Advisor
Office 904-356-5155

Alex began his career in finance in 2011 and joined Brad's team in 2017 as an Associate Financial Advisor. He maintains his securities Series 7, 63 and 66 registrations as well as his Life and Health insurance license. Alex earned the Chartered Financial Analyst (CFA) designation in 2017 which is a globally recognized certification in the field of investment management and research analysis. He graduated Cum Laude from University of the Cumberlands with Bachelor degrees in Business Administration and Business Management Information Systems and is currently enrolled in Duke University's Executive MBA program.

In his current role, he helps with developing financial plans and investment strategies for clients. He provides guidance in the areas of retirement planning, asset management and distribution planning. He is responsible for the well-being of your investment portfolio and will make sure you are investing appropriately and efficiently. Prior to joining the firm, Alex worked at Fidelity Investments in several roles including Private Client Services and Fixed Income Specialist.

Alex grew up in Gainesville Florida and lives in Jacksonville with his wife Sarah. He enjoys attending sporting events, concerts and spending time with family and friends.


Bradley R Ernst

Wealth Management Advisor


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