Alex Cote, CFP®
Vice President – Private Client Group
Alex joined SCS Financial Services in 2023 and brings seven years of experience in the investment and wealth management industry. As a Vice President in the Private Client Group, Alex assists multi-generational families in working toward their long-term goals by implementing customized investment strategies and integrating these strategies into the family’s broader wealth management architecture.
Before joining SCS, Alex worked at Ameriprise Financial Services and RBC Wealth Management, where he focused on investment strategy and retirement planning. Alex earned a B.S. in Finance from the University of Rhode Island and is a CERTIFIED FINANCIAL PLANNER™ practitioner.
