Alexander 'Alec' Jones serves as a Financial Advisor for Pathway Financial Group. His daily activities involve meeting with individuals to discuss their goals and aspirations in order to help determine what investment services and products are the best fit in their overall financial plan. He is experienced in helping clients find the proper healthcare that suits their family’s needs as well as life insurance to protect against life's unknowns. Besides understanding the value of insurance within an individual’s portfolio, Alec also helps with identifying and implementing retirement planning solutions, such as the use of Traditional and Roth IRAs within your plan.
In addition to meeting with individuals, Alec is passionate about helping small business owners by educating them on the advantages of providing benefits for their employees. Adding a retirement plan options such as SEP IRA, SIMPLE IRA, or a 401(k) plan increases employee retention and can set you apart from your competition when the need to hire new employees arises. Other benefits that he can help facilitate are group life, health, and disability policies.
Alec is a member of the East Cocalico Lions Club where he enjoys being involved in different events and community service outreaches. As a part of the Five-Year planning committee his primary function within the club is to help increase member additions and retention. He is also an active member of the Northern Lancaster Chamber of Commerce.
Alec is a proud graduate of Clarion University of Pennsylvania where he received his bachelor’s degree. He majored in Personal Finance, Corporate Finance, and Industry Accounting. At Clarion he was inducted into the Beta Gamma Sigma Honor Society and Graduated Summa Cum Laude. While attending Clarion University he was an active member of the Student Honors Association where he served as President. Coordinating the school’s first 5k Color Run as well as multiple other community service events were just a few of the functions he and his team helped make possible.
Before Alec began working for Pathway Financial Group he assisted with billing in long-term care as well as client relations, accounting, and small business development where he helped craft business plans, marketing plans, and in creating financial statements.
When Alec is not serving his clients, he enjoys being outdoors hiking, fly fishing in local streams and rivers, running, and attempting to put together two decent shots on the golf course.
Alec is securities licensed and currently holds the Series 7, 63, and 66. He is also licensed to assist with life, accident, and health insurance in Pennsylvania.