Alex Adair
About Alex Adair
Alex Adair is a Retirement Plan Specialist at Transamerica, where he has worked since 2019. He holds multiple licenses in investment advice and has earned the Chartered Retirement Planning Counselor designation, reflecting his expertise in retirement planning.
Work at Transamerica
Alex Adair has been employed at Transamerica as a Retirement Plan Specialist since 2019. In this role, he focuses on providing investment advice and managing retirement plans for clients in the Greater Minneapolis-St. Paul Area. Prior to this position, he worked at Transamerica as an Operations Specialist from 2018 to 2019. His experience at Transamerica reflects a commitment to delivering a premium customer experience and goal-oriented financial planning.
Education and Expertise
Alex Adair studied at the University of Minnesota-Twin Cities, where he earned a Bachelor of Science degree in Psychology from 2006 to 2010. He also participated in a study abroad program at IES Abroad, focusing on Spanish from 2009 to 2010. Adair holds several professional licenses, including Series 6, Series 63, and Series 65, which are essential for providing investment advice. Additionally, he has earned the Chartered Retirement Planning Counselor (CRPC) designation, indicating his expertise in retirement planning.
Background
Before joining Transamerica, Alex Adair gained experience in sales and client relations. He worked as a Territory Sales Representative at Cbeyond from 2010 to 2011 and as a Sales Representative at Polymershapes from 2014 to 2018. His background in sales has contributed to his emphasis on communication and emotional investment in building strong client relationships.
Professional Licenses
Alex Adair holds multiple professional licenses that are crucial for his role in retirement planning. He has obtained Series 6, Series 63, and Series 65 licenses, which enable him to provide investment advice and manage retirement plans effectively. These licenses demonstrate his commitment to maintaining industry standards and delivering informed financial guidance.