As a member of the Rowland Ducharme Wealth Management group, Alex Ducharme is dedicated to building deep and lasting relationships with his clients. Alex focuses on a big picture approach to gain a comprehensive understanding of your needs and goals in managing you and your family’s wealth. With much experience managing retirement accounts and corporate stock plans, Alex uses this knowledge to hel
p craft a personalized retirement plan to ensure his clients are on track for their future goals. He uses the vast resources that Raymond James has to offer to bring in the right expertise to tailor financial strategies designed to meet his clients’ risk tolerance and goals. Previously, he worked in Executive Compensation Services in the Raymond James corporate headquarters where he managed over 70 company corporate equity compensation plans including stock options, RSUs and ESPP plans. In addition, he handled SEC 144 filings and 10b5-1 trading plans for corporate insiders. Rowe Price as a mutual funds specialist and brokerage trading representative, gaining experience trading within mutual fund and brokerage accounts as well as handling varying retirement and complex tax situations. Alex holds Series 7, 66, 57, 6 and 63 securities licenses. Active in community organizations, Alex is a member of the Brevard Seminole club, Florida Sport Fishing Association, local Chamber of Commerce as well as his local church. Alex was born and raised in Merritt Island, Florida, where he lives with his wife Taylor. In his free time, he enjoys spending time with his family and his dog Scooby and smoking meats on his Traeger Grill. He is passionate about the Florida State Seminoles, Miami Dolphins and the Boston Red Sox.
