Alexander Schutz

WMS Advisors, LLC (formerly Williams Associates) was founded in 1976 on a basic philosophy: to provide a level of financial service that addresses the immediate needs and concerns of our clients while also emphasizing future planning ideas.

As a private wealth management firm, we provide a broad spectrum of services in investment management, business strategies and comprehensive financial planning. I joined the WMS Advisors in 2019 and I am an Associate Financial Advisor and a Chartered Financial Consultant® (ChFC®) of WMS Advisors, LLC and a Licensed Representative with Purshe Kaplan Sterling Investments (PKS). I have a B.S. in History from Salisbury University and a master’s in finance, with a concentration in Investments and Securities, from Southern New Hampshire University. I am securities registrations include the following: Series 7, and Series 66. My wife and I live in Bethesda, MD, where we both were born and raised. I have a son, who is 4 years old, and a daughter who is 2 years old. In my spare time, I enjoy competitive floor hockey, cooking, home improvement projects, and cheering on the Washington Capitals. As a Chartered Financial Consultant (ChFC®), Alex met rigorous standards to provide individuals with retirement savings advice, for early retirement, budget planning, or with companies to assess their investment strategies.