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Branch Manager

ALAN.KNIGHT@RAYMONDJAMES.COM

 


“I became a financial advisor to help individuals make better decisions about their money and future.”

My Dad always owned businesses in Slidell. From the time I was 12, I worked for him, starting with the hot, tedious job of cleaning silk screens to produce baseball and football team jerseys for his sporting goods business. When I was older, my jobs became more interesting such as opening and closing the store and going to meetings with banks.

Talk around our kitchen table often centered on business and investments. My father enjoyed managing his own investments and helping his family make smarter decisions. It wasn’t surprising when he sold his businesses and joined an independent financial practice with Raymond James.

After college my wife and I moved to Colorado where I worked for a major Wall Street firm. I was alert to learning as much as I could about financial planning and gained extensive experience in retirement planning.

There, I also saw what I didn’t want to do: to be compelled to sell proprietary products. In contrast, my father, as an independent advisor, provided unbiased advice.

After 6 wonderful years, we returned from Colorado so that our children could experience the love of a close family, just as I did while I was growing up. In 2001 I joined my father in his practice.

More Than 15 Years Of Experience

Alan Knight brings more than 15 years of experience to his clients – first with major Wall Street firms in Denver and now as a principal with Knight Wealth Services where he is living his dream of owning his own business.

In 2003 Alan earned his CERTIFIED FINANCIAL PLANNER™ certification by completing demanding coursework in six separate areas and passing a comprehensive two-day exam. Alan also holds an MBA from Louisiana State University.

A CFP® professional has the obligation as a fiduciary to act in his or her clients’ best financial interests. “I believe,” Alan said, “in treating clients like valued family members. I don’t pretend to have a crystal ball. I am, though, passionate about educating clients, showing them the paths in front of them along with the pros and cons of each one to help them make sound decisions.”

A native of the Northshore, Alan currently resides in Mandeville with his wife, Regina, and their two children, Jamie and Dylan. His practice allows him the flexibility to attend his children’s school events and to coach soccer and baseball teams. As a coach, he helps his children and their friends enjoy teamwork that combines competitiveness with fun.

 


 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

WHY WORK WITH A CFP®

In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Being CFP® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve. To become a CERTIFIED FINANCIAL PLANNER™ professional one must pass the comprehensive CFP® Certification Exam, have a minimum of three years’ professional experience in financial planning process and must be approved by the CFP Board, which involves an extensive background check – including an ethics, character and criminal check. To maintain certification, CFP® license holders must complete 30 hours of continuing education accepted by the CFP Board every two years.

How does working with a CFP® certified advisor benefit you? CERTIFIED FINANCIAL PLANNER™ professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.