As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.
After graduating with a degree in finance from Marquette, I moved to St. Louis to work for Edward Jones in their corporate headquarters. Upon completion of my development rotation, I relocated back to Wisconsin and opened up the second office in Hartford in 2007. In 2015, I became a limited partner with the firm.
Outside of work, I have been a member of the Medical Center Foundation of Hartford and am a current member of the Hartford Lions.
Phone NumberAlec R Lothert at (262) 670-9165
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 03:00PM|
|Sat||By Appointment Only|
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