Alex B. Shore, CFP®

Alex B. Shore, CFP®

Managing Director

“Using the same disciplined, analytical approach and attention to details I learned as an electrical engineer, I work closely with my clients to develop a plan and strategy designed to achieve whatever financial success means to them.”

With extensive experience throughout major shifts in the financial markets, Alex Shore has provided personalized planning and investment management services to individuals and families in the Knoxville area for nearly two decades.

After beginning his career as a Financial Advisor with Hilliard-Lyons, Alex joined Prudential Securities in 1996 to transition to a more fee-based, consultative approach to providing financial advice. In 2001, he joined First Union Securities, a predecessor firm of Wells Fargo Advisors, and later completed the CFP® educational program and passed the examination and experience requirements to become a CERTIFIED FINANCIAL PLANNER™ professional.

After earning his Bachelor’s and Master’s degrees in Electrical Engineering at the University of Tennessee, Alex worked as a hardware and software designer before returning to Knoxville to develop Positron Emission Tomography (PET) scanners for medical imaging.

Eager to take on new challenges and encouraged by an uncle who was an Army test pilot, Alex became an instrument-rated pilot himself. His interest in exploring new places and meeting new people has taken him to Africa, Japan, Thailand and many European countries.

Away from the office, Alex spends his free time with his family and friends. He especially enjoys flying, swimming, water and snow skiing. He helps officiate youth swim meets and introduces scouts to aviation through the Young Eagles program. Alex supports several local ministry organizations and, now, with two children in college, two universities as well.