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Alec Abbott

Alec Abbott

Executive Managing Director · +1 (949) 222 2999
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Alec Abbott, executive managing director, Baker Tilly Wealth Management, LLC, has more than 30 years of experience. As a wealth management leader, Alec provides confidential income and asset preservation for physicians, business executives, entertainment personalities, professional athletes, corporations and not-for-profit organizations. Throughout his career, he has offered comprehensive financial and insurance analysis and implementation to help our clients fulfill their objectives. Alec has been with Baker Tilly since 1999.

  • Provides financial evaluation and planning to help enable individual and corporate clients to achieve and maintain their income, asset, retirement, and estate distribution objectives 
  • Coordinates with other professional advisors to design plans and achieve results 
  • Builds working relationships with attorneys, accountants, agents, bankers, business managers, money managers, and trust officers to provide appropriate services and products for each client’s needs 
  • FINRA Series 6, 7, 22, 24, 63, and 66 license holder 
  • Life and Disability Insurance License #0745524 
  • Chairman of the Board, Alzheimer's Orange County
  • Financial Planning Association 
  • National Association of Life Underwriters 

Location

California

Education

Bachelor of Science 
Massachusetts College of Pharmacy (Boston, Massachusetts) 

 

College for Financial Planning (Denver, Colorado) 

 

University of Vermont (Burlington, Vermont) 

Expertise

Disclosure

FINRA Broker Check

Baker Tilly Wealth Management, LLC (BTWM) is a registered investment advisor. BTWM does not provide tax or legal advice. BTWM is not an attorney. Estate planning can involve a complex web of tax rules and regulations. Consider consulting a tax or legal professional about your particular circumstances before implementing any tax or legal strategy. The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought. Securities, when offered, and transaction advisory services are offered through Baker Tilly Capital, LLC, Member FINRA and SIPC; Office of Supervisory Jurisdiction located at 4807 Innovate Ln., Madison, WI 53718; phone: +1 (800) 362 7301. Baker Tilly Wealth Management, LLC and Baker Tilly Capital, LLC are wholly owned subsidiaries of Baker Tilly US, LLP. Baker Tilly US, LLP, is an independently owned and managed member of Baker Tilly International. © 2021 Baker Tilly Wealth Management, LLC