GROWTH & IMPACT WEEK SPEAKER LINEUP
The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market, from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm.
Alex Fontana
Alex’s interest in financial services began at age 10, inspired by his father Thomas’s work in investment management. He started his career as a Teller at Wells Fargo Bank during his junior year at FSU. In 2013, Alex joined his father and business...
ABOUT ALEX
Alex’s interest in financial services began at age 10, inspired by his father Thomas’s work in investment management. He started his career as a Teller at Wells Fargo Bank during his junior year at FSU. In 2013, Alex joined his father and business partner Jeff Tucker at Wells Fargo Advisors as a financial advisor. In 2015, they transitioned to BB&T Scott & Stringfellow, now Truist Investment Services, Inc., to enhance client experiences.
Since 2011, Alex has delivered personalized solutions tailored to clients’ specific needs. Early on, he focused on income strategies for retirees. In 2016, he earned the CERTIFIED FINANCIAL PLANNER™ designation, expanding his expertise in financial, retirement, insurance, and estate planning. Today, as a Certified Exit Planning Advisor, Alex’s focus includes advising business owners on investment management, risk mitigation, and tax planning to help clients maximize value.