Jose Alvarez has served as a Financial Advisor since 2021. Through Raymond James, one of the largest and most respected independent financial services firms in the country, he has access to a vast universe of investment and planning resources. He can leverage these resources to create your personalized financial plan based on your unique situation, attitudes, preferences and goals.

Jose holds a bachelor’s degree in homeland security from American Military University, and he earned an MBA in finance from the University of Wisconsin-Whitewater. Jose holds his Series 7 and 66 securities licenses, as well as his life/health/variable insurance licenses.

Jose was a U.S. Army paratrooper for four years, serving with the 173rd Airborne in Italy. He also spent six years in the Army National Guard serving the states of Florida and Wisconsin. From Clear Lake, Wisconsin, Jose is married to his wife, Becca, and has one son, Carver. Together they enjoy hiking in national parks, traveling, biking and tending to their hobby farm.