Alexander P. Frederick, EA, CRPC®

For over a decade, Alexander P. Frederick has earned a reputation as a deeply committed and forward-thinking financial professional who combines analytical rigor with heartfelt dedication to his clients' long-term success. As a Chartered Retirement Planning Counselor® and an IRS Enrolled Agent, Alex brings a rare blend of financial planning expertise and tax authority to every relationship-delivering value that extends beyond investment returns into full-spectrum financial clarity.

PROFESSIONAL EXPERIENCE

Alex began his professional career in 2011 with John Hancock Financial, where he served as a Business Consultant responsible for the strategic positioning and distribution of investment products nationwide. His early success in institutional marketing laid the groundwork for his client-centric philosophy and his deep understanding of portfolio construction, risk management, and investment alignment.

In 2012, he joined Prime Wealth Management, a family-founded advisory firm built on trust, long-term relationships, and multigenerational planning. Today, as a lead advisor, Alex leverages over a decade of experience to guide families, entrepreneurs, and high-net-worth individuals through the complexities of wealth accumulation, tax planning, retirement strategies, and business succession.

A staunch believer in the power of education, transparency, and a “team-first” mentality, Alex emphasizes collaboration and long-term thinking in every client engagement. “I see every client relationship as a partnership-each family is a team, and my job is to be their most trusted coach and advocate,” says Alex.

PROFESSIONAL CREDENTIALS & LICENSING

• Chartered Retirement Planning Counselor℠ (CRPC®)

• Enrolled Agent (EA), U.S. Department of the Treasury – Highest credential awarded by the IRS, with unlimited representation rights

• Securities Licenses: Series 7, 63, 65

• Licensed in Life, Health, and Annuities across multiple states

EDUCATION & ATHLETIC BACKGROUND

Alexander’s career is rooted in discipline, resilience, and elite-level performance. A standout student-athlete, he began his collegiate baseball journey at IONA College before transferring to Clemson University, where he competed at the highest level of NCAA Division I baseball. As a pitcher for the Clemson Tigers, Alex participated in multiple ACC Championships, NCAA Regional and Super Regional tournaments, and helped lead his team to the 2010 College World Series. He is proud to be etched in the Clemson record books, but credits the experience most for instilling teamwork, humility, and the value of preparation.

He earned his bachelor’s degree from Clemson University and later completed advanced financial studies through the College for Financial Planning, earning the CRPC® designation. His tax credentialing as an Enrolled Agent further distinguishes him as a highly capable advisor at the intersection of wealth and tax planning.

PERSONAL LIFE & COMMUNITY INVOLVEMENT

A proud native of New York’s Hudson Valley, Alex lives in Millbrook, NY with his wife, Lesley, and their two daughters, Willow and Hanley. Their home is also shared by two loyal dogs, Ford and Duke.

Deeply involved in his community, Alex continues to support youth and collegiate athletics through mentoring, coaching, and committee involvement. Whether it’s on the baseball field, in a client meeting, or among peers in the financial planning community, Alex is known for his character, energy, and integrity.

In his spare time, you’ll find him golfing, spending quality time with his family, or helping others map out their futures with optimism, discipline, and strategy.