Business Development

Alex Rivas

Director, Business Development

 

Contact: arivas@1stGlobal.com  |  Check me out on BrokerCheck

Alex Rivas currently serves as a director of business development for 1st Global. In his role, he is responsible for recruiting high-achieving CPA, tax and estate planning professionals to implement wealth management practices within their firms.

Prior to joining 1st Global, Alex worked at Wells Fargo Advisors where he provided support to financial advisors at the six Dallas bank branches. Alex has also held positions at Acceleration Retirement, a specialized consulting partner to 401(k) plan advisors and auditors, and Fidelity Investments, where he began his career in 2004 working as an investment representative and then progressing into a senior sales position within their Emerging Corporate Market team.

Alex has passed his FINRA Series 7 and 63 examinations and attended the University of North Texas where he earned his Bachelors in Business with a minor in financial services. Alex is active in his community and allocates much of his time volunteering for Challenge Air, a charity dedicated to building self-esteem and confidence in special needs children and youth through aviation.

 

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If your firm is committed to being a high performance market dominator, we want to learn more about you and determine if there is a fit with our services. As a leading CPA firm growth consultant, we enable qualified firms to create long-term, profitable growth.