Verified recordFinancial Services

Alec Broughton

Principal Wealth Advisor at Cerity Partners

Based in Louisville, United States

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Seniority

Director

Department

Finance & Accounting

Location

Louisville

Industry

Financial Services

Company size

1.7K

Contact information

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Email

1 credit

a•••••••@ceritypartners.com

Phone

5 credits

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Background

About Alec Broughton

As a Principal and Wealth Advisor at Cerity Partners, I help corporate leaders, business owners, and families transform complex financial lives into clear, actionable plans. My work is grounded in comprehensive financial planning, behavioral finance, and a fiduciary commitment to always put clients’ best interests first.As a CFP® professional and fiduciary advisor, my role is to simplify decisions, provide objective guidance, and help you stay on track through market cycles and life transitions. At Cerity Partners, I partner with a multidisciplinary team to deliver integrated advice across wealth management, tax, estate, and corporate benefits.If you are navigating complex benefits or approaching key financial decisions, I’d be happy to connect and see how we can bring more structure and confidence to your plan.

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