Overview

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Primary Role
Principle @
Gender:
Male
Location:
Syracuse
Website:
https://about.me/alechoke
Social:

Person Details

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Aliases:
Alexander

Alec Hoke is a noted investment professional with over two decades of high level experience in the financial industry. He has worked with several large corporations and business owners as well as with individuals planning retirements and other long-term investment goals. Among his many specialties, he is skilled at assisting clients with tax-advantaged wealth strategies and optimizing retirement income. Currently, Alec serves as a Principle and investment advisor with Beacon Wealth Strategies, LLC, in Fayetteville, New York.

He is a graduate of Rutgers University in New Brunswick, New Jersey, earning a Bachelor of Science in Health and Sport Studies in 1988. While at Rutgers, he was an integral part of the school’s football team and was selected as a First Team All East and earned All American honors during his tenure there. He quickly transitioned to the financial field after graduating, as a career agent with Massachusetts Mutual in Manhattan. He was classically trained in needs analysis and advanced estate planning concepts. He would rely on this base of knowledge and skills for the remainder of his professional career.

In 2012, he affiliated with one of the top tier independent broker dealers; First Allied Securities and First Allied Advisory Services, a FINRA/SIPC member with a solid track record of investment stewardship. As a registered investment advisor with the firm, Alec was responsible for helping clients achieve their financial goals through careful planning and smart investments. The company is a registered broker/dealer in securities and other financial instruments. Alec’s work at First Allied earned him the recognition of peers in the financial world for his understanding of complex tax laws and investment strategies. Many clients of the firm were able to maximize their retirement portfolios under his expert guidance.

In April 2016, he formed Beacon Wealth Strategies, LLC. Here, he is able to leverage his vast experience in retirement planning for the benefit of both corporate and individual clients. He is known for his ability to develop unique investment solutions, especially those that build tax-advantaged plans such as overcoming retirement plan limits. His tax-efficient solutions range from wealth accumulation to guaranteed retirement income plans. He also counts wealth preservation and estate planning/estate transfer among his many skills in this complex field. In addition to traditional investment vehicles, Alec demonstrates a keen understanding of retirement-based insurance products such as indexed life and disability insurance. For business customers, his expertise in developing insurance plans for business risk management, succession planning, and continuity has given his clients the confidence that their financial futures are secure.

He has a long history of volunteer and philanthropic efforts to complement his work as an investment professional. He has volunteered as an EMT and as an interior search and rescue firefighter for the Cazenovia, New York Fire Department. Building on his football prowess in high school and college, he has also served as both coach and defensive coordinator for the Pop Warner Little Scholars program. He continues to be active in his community and is known for his selflessness and support of important charitable programs.

Jobs (2)

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Current

Principle

Apr 3, 2016 - Current   (over 1 year)

Investment Advisor

Jul 20, 2012 - Current   (about 5 years)

Board & Advisor Roles (1)

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Education (1)

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News (6)

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DateNews
Dec 29, 2016newswire.net - Alec Hoke on Credit Shelter Trusts
Dec 27, 2016alechokeblog.wordpress.com - About
Dec 27, 2016fancy.com - Alec Hoke @alechoke
Dec 15, 2016Medium - Future of Payment Processing in 2017; Emerging Trends of a Cashless Society
Dec 6, 2016newswire.net - Alec Hoke Discusses Future of Payment Processing
Nov 23, 2016everipedia.com - Alec Hoke

Memberships (1)

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Images (8)

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