Tyler Washington

Tyler Washington

Tyler Washington

Investment Adviser Representative

With his dedication to a true client partnership, Tyler was welcomed into the Alloy Investment Management family in 2021. He has a process and a passion for understanding the needs of his clients and building personalized wealth strategies and retirement plans. He prides himself in his ability to help his clients stick with the plan and to live in vision rather than at the mercy of circumstance. When you work with Tyler, you get more than just a financial advisor, you get a partner who will help you through the rest of your life.

Before joining Alloy Investment, Tyler’s career in the financial services industry began in 2011 on Wall Street. He worked in New York City as an investment advisor at Edward Jones, Newbridge Securities, and Investors Capital. A graduate of Johnson & Wales University, Tyler majored in financial services and management with a concentration in investments.

In 2019, Tyler relocated to Charlotte to be closer to family after the birth of his son. Tyler and his wife, Val, spend a lot of time with family now that their son, Weston, is walking and talking and curious about everything. When not in the office or with his family, Tyler can be found golfing or running out on the open road.

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You see, it’s not “will there be” a market downturn, it’s “when” there will be a market downturn. Stock market downturns are inevitable, and that’s why there has to be a clear strategy for your portfolio to help protect your principal during down-market cycles, especially when it comes to retirement planning.

When it comes to investment management, Alloy Wealth will help guide you towards your goals.

Insurance services offered through Alloy Wealth Management Inc. Investment advisory services offer through Alloy Wealth Holdings LLC dba Alloy Investment Management. Alloy Wealth Management Inc and Alloy Wealth Holdings LLC dba Alloy Investment Management are affiliated by common ownership. Alloy Wealth Holdings, LLC - DBA Alloy Investment Management is a state registered investment adviser in South Carolina and North Carolina, and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

The information we provide regarding tax minimization planning is not intended to, and cannot, be used by anyone to avoid paying federal, state, or local municipalities, taxes, or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change, and unique to every specific taxpayer’s particular set of facts and circumstances.

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