Alex has a passion for investment research and thrives connecting industry knowledge to meaningful outcomes for clients. He understands how to build highly customized portfolios for clients, and how to help them focus on ways to create meaning in their lives. In addition to building and modeling financial plans for his clients, Alex serves as a mentor to the trade team providing insight on trading and trade execution. He joined Wealth Enhancement Group in 2021 through the QCI acquisition. In his free time, Alex enjoys playing soccer, golf and exercising. He lives in Spencerport, New York with his wife Maricatherine and his two children.
Alex Bernier
Vice President Financial Advisor | Sr. Portfolio Manager
Wealth Enhancement Group
United States, New York, Spencerport
About Me
Profile Information
Vice President Financial Advisor | Sr. Portfolio Manager
Wealth Enhancement Group
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Spencerport
New York
United States
Jun 23, 2025
More profiles to browse
Eric Flick
Vice President Financial Advisor
Scot Lance
Senior Vice President, Financial Advisor
Brian Lomax
Senior Portfolio Manager
Perry Reghetti
Managing Director, Partner
You Might Like
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
PM
Prtima MISHRA1
Software Engineer
PA TEST