Registered Relationship Manager
The son of a CPA, nephew of a CFP® practitioner and grandson of a business teacher, Alec Bogen was destined to become a financial services professional.
From a young age, this Durham, Connecticut native worked in his father’s accounting office, sorting folders, learning QuickBooks, and developing a keen interest in financial planning. After high school, Alec attended the University of Tampa, where he earned his bachelor’s degree in finance.
In addition to holding his Series 7, 66, and SIE® licenses, Alec’s qualifications include a Life, Health and Variable Annuities credential from the State of Florida. Alec joins our team from his most recent position at Morgan Stanley. As a registered relationship manager at Waller & Wax, Alec works closely with our advisors to make sure all client needs are met and serves as point of contact for all service requests.
On weekends, Alec enjoys visiting Tampa’s scenic parks with his longtime girlfriend Raya and their two dogs: a miniature schnauzer named Birdie and a lab mix rescue called Ace. Alec can also be found working out at the gym, dining out with Raya, running along the Riverwalk, and exploring all the attractions the city has to offer.