David S. Alexander
CFP ®   ChFC ®  

Dave serves is a Senior Wealth Advisor at Goelzer Investment Management, where he brings over 25 years of experience in wealth planning, investment management, insurance, and fiduciary advisory services. He joined the firm in 2022.

At Goelzer, Dave advises clients through the firm’s Private Office, offering integrated services across investment management, estate and tax planning, trust administration, insurance, and philanthropy. Dave coordinates closely with clients’ existing advisory teams to provide tailored, comprehensive guidance.

Before Goelzer, Dave spent 16 years at Wells Fargo Private Bank as a Senior Fiduciary Advisory Specialist. He advised high-net-worth individuals and families on trust and estate planning, asset management, and overall financial strategy—working closely with clients’ attorneys, accountants, and other advisors to deliver coordinated solutions.

Dave holds the CFP® and ChFC® designations and earned his BGS in Business and Music from Ball State University. He is a member of the Financial Planning Association and serves on the board of the Indianapolis Baroque Orchestra. Outside of work, Dave enjoys performing music and playing competitive chess.