Alex Jackson
Financial Planning Advisor at Equitable Trust
Nashville, Tennessee
Summary
Practicing financial planner at Equitable Trust with hands‑on advisory experience: Alex currently serves as a Financial Planning Advisor (promoted from Financial Planning Associate) and focuses on personalized wealth and family‑office planning within an employee‑owned trust company. equitableco+1
Client‑service foundation from major wealth firm: prior to Equitable Trust Alex worked as a Client Service Associate at Morgan Stanley, indicating experience supporting advisory operations and direct client engagement. equitableco
Unusual pathway into finance — strong domain knowledge in equine science plus formal business training: Alex holds a B.S. in Horse Husbandry/Equine Science and an MBA from the University of Kentucky, and also lists the CFP® credential, showing a mix of domain specialization, business training, and professional financial‑planning certification. equitableco