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the personal side of Alan
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Alan B. Segal, CFP®, CIMA®
Senior Vice President, Wealth Advisor

Alan, a seasoned financial professional, currently serves as Senior Vice President and Wealth Advisor. With a career spanning over three decades in private wealth management, Alan joined our team in June 2024, bringing a wealth of experience and expertise.

Before his current role, Alan was Vice President and Private Wealth Advisor with Ameriprise Financial in Raleigh, NC, where he diligently served since January 2004. Throughout his tenure, Alan's responsibilities encompassed a comprehensive range of client-centric tasks, including preparing and monitoring financial plans and investment management.

With professional designations, including CERTIFIED FINANCIAL PLANNERTM and Certified Investment Management Analyst (CIMA®), Alan boasts a rich tapestry of qualifications to support his role as a Wealth Advisor.

Alan's daily operations are driven by the needs of his clients. Whether it's providing general counsel and recommendations via phone or email or delving into the intricacies of financial planning and investment management, Alan's unwavering focus is on ensuring client satisfaction and success.

At the heart of Alan's practice lies a deep-seated commitment to his clients' aspirations. His goal is unequivocal: to help ensure that each client realizes their financial objectives, aligning their resources with their life goals. This dedication extends beyond mere financial planning; Alan endeavors to help provide clarity and peace of mind, guiding clients through the complexities of their financial journey with empathy and expertise.

Clients consistently praise Alan for his distinguishing traits that he feels sets him apart in the industry. They value his ability to understand them as individuals or couples, recognizing what truly matters to them beyond monetary concerns. Alan's objectivity and steadfast dedication to their best interests underscore every decision he makes. Moreover, his adeptness at simplifying complex financial concepts into digestible insights resonates deeply with his clientele.

Alan's profound desire to empower individuals to make informed financial decisions drives his journey into financial advising. He helps to guide clients toward their desired outcomes while sidestepping potential pitfalls. This passion for positively impacting people's lives continues to fuel Alan's resolute commitment to excellence in wealth management.

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Alan B. Segal, CFP®, CIMA®

Originally from Boston, MA, I currently reside in Raleigh, NC with my wife Deborah. I find great joy in spending time with our son, Jordan, daughter-in-law, Serena, and granddaughter, Imogen. My family holds a special place in my heart, and I cherish quality time and travel with them as they reside in the UK. Outside of work and travel, you might find me involved in some home improvement or landscape project and/or staying active through exercise.