Welcome Dale Alexander to our Investment Committee

Dale Alexander is a renowned financial expert, author, and investment strategist, known for his insightful perspectives on personal finance and wealth management. Recently, Dale is known for gifting his new book to all Georgia High School graduates. Here is his interview with Fox News about why he decided to give his book away for free. He has given away over 150,000 copies as of 9/2023 and paid for it with his family’s Charitable Fund. (At Goodwin Investment Advisory, our advisory team loves hearing about families being generous as this is something we love helping our clients with, including generosity planning, generational giving, and donor-advised funds.)

With a career spanning over three decades in the financial industry, Dale Alexander has earned a reputation for his pragmatic approach to helping individuals and families navigate the complex world of money management.

Book Review: “The Talk About Money”

Alexander’s book, “The Talk About Money,” stands as a cornerstone in the field of personal finance literature. His book has garnered widespread acclaim for its accessible and practical advice on discussing and managing finances within families. With a keen understanding of the emotional and psychological aspects of money, Alexander adeptly addresses the often challenging conversations that can arise around financial topics. He offers readers guidance on establishing open lines of communication, setting financial goals, and making informed decisions that promote both individual and collective financial well-being. The book is characterized by its clear language, relatable anecdotes and actionable strategies, making it an essential read for anyone seeking to foster healthy financial discussions and habits within their households.

Dale’s role at Goodwin Investment Advisory:

Dale Alexander is the newest member of GIA’s Investment Committee. We love that he has joined us as a valuable member of our Investment Committee which consists of 4 non-client experts who we can rely on to provide us with outside counsel. The other 3 members are Marcus Ingram, Chartered Financial Analyst®, Krista Dempsey, CPA, and Buster Wright, Retired Regional Vice President at Wells Fargo Advisors.

We are thankful that Dale has chosen to leverage his extensive experience and influence in financial planning and investment management to help us create a better client experience.

To learn more about Dale Alexander, you can read his full bio below.

The Money PIG podcast episodes with guest Dale Alexander:

https://moneypig.buzzsprout.com/2136084/13686180-what-is-the-one-decision-that-changes-everything

https://moneypig.buzzsprout.com/2136084/13686267-book-recommendations-and-life-advice-with-dale-alexander-part-2

Dale Alexander Bio:

Born and raised in South Georgia, Dale Alexander is married to Kimberly and they have three children, Sophie, Grant and Davis. They live in Canton, Georgia and Jacksonville Beach, Florida and attend Woodstock City Church where Dale is an elder and is also active in the youth program.

Dale is the President and founder of Alexander & Company, a national employee benefits brokerage firm focused on working with schools.

He serves on the Board of Camp Highland (CampHighland.com) and serves as an Elder for North Point Ministries. Dale graduated from Georgia State University (Accounting) and holds the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Certified Financial Planner (CFP) designations.

He is the author of “The Talk” (about money): A Young Adult’s Guide to the ONE DECISION That Changes Everything.

The book has been nationally featured on Fox & Friends, by FoxBusinessNews, national podcasts and radio shows, and was gifted to the entire ‘22 Georgia senior class (all 120,000 students) by the Georgia State Board of Education.

He has been featured in numerous business periodicals and is a past recipient of the National Employee Benefit Adviser of the Year by Employee Benefit Adviser magazine.