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)