Alex Draves
SENIOR ASSOCIATE, WEALTH MANAGEMENT
CFP®
Alex is a Senior Associate, Wealth Management at Choreo, based in the Madison, Wisconsin office. He partners closely with individuals and families to develop thoughtful, personalized financial strategies that align with their goals, values, and life stages.
Alex brings years of experience in the financial services industry, having previously served as a financial advisor at Prudential Financial. He holds a bachelor’s degree in economics from the University of Wisconsin – Whitewater and is a Certified Financial Planner™ professional, demonstrating his commitment to putting clients’ best interests first.
Alex’s areas of focus include estate planning, insurance and asset protection strategies, comprehensive financial planning, and retirement planning. He has also developed specialized experience working with individuals navigating divorce, helping them regain financial clarity and confidence during complex transitions.
Alex is known for his ability to simplify the planning process, guide clients through life’s pivotal moments and provide solutions tailored to both short-term needs and long-term aspirations.
PROFESSIONAL AFFILIATIONS & DESIGNATIONS
- CFP®
EDUCATION
- B.A., Economics, University of Wisconsin-Whitewater
