JACKSONVILLE, FL, July 08, 2026 /24-7PressRelease/ -- Jordan Lacy, CFP®, Managing Partner of Alpha Wealth Group, has been selected for inclusion in Marquis Who's Who, the nation's leading biographical registry. Jordan strives to demonstrate noteworthy achievement, leadership and a lasting impact in his field.

For Lacy, he reflects a single conviction that has defined his career: that great financial advice is about people, not just portfolios.

"Wealth isn't the goal — it's the tool," said Lacy. "My job is to understand what my clients are truly building toward, then design a plan with a goal to protect it, grow it, and pass it on. When you get the planning right, the numbers take care of themselves."

Comprehensive planning for those with the most to protect

As Managing Partner of Alpha Wealth Group, Lacy leads firm operations and delivers tailored wealth strategies to business owners, nonprofit organizations, and high-net-worth individuals across Northeast Florida. His work spans the full picture of a client's financial life — tax planning, estate planning, insurance, and investment strategy — built around long-term relationships rather than one-time transactions.

Lacy has developed a particular specialty serving nonprofit organizations, where he helps boards and leaders establish endowment funds, strategic reserves, and investment policy statements that turn mission-driven dollars into lasting impact. That focus has made him a sought-after partner for organizations balancing fiduciary responsibility with the ambition to do more.

A credential earned, a foundation built

Lacy holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, awarded through the CFP Board in 2025 — a designation that signals rigorous training, ethical commitment, and a fiduciary standard of care. He graduated magna cum laude from Fairmont State University in 2016 with a Bachelor of Business Administration in finance and a concentration in financial management services. His career began with a wealth management internship at Merrill Lynch, experience that grounded his analytical, client-first approach.

His insights have reached audiences beyond his client base. Lacy was featured on "On a Mission with Jordan Lacy of Alpha Wealth Group" by Buzz Daily News Network in 2025 and appeared in an Action News Jax retirement-planning segment in 2024.

Leadership that extends into the community

Lacy's commitment to service reaches well past the office. He serves on the Field Advisory Council for Prudential Advisors — one of just 25 advisors selected from more than 3,000 nationwide — and gives his time across Northeast Florida's civic and nonprofit landscape.

He is a mentor with The Boselli Foundation, a member of NextUp JAX and the JAX Chamber, a dedicated Master Mason with the Free & Accepted Masons of Florida since 2018 and a member of the Scottish Rite of Freemasonry, he has also supported food-pantry initiatives, literacy programming with the Literacy Alliance of Northeast Florida, and educational fundraising for institutions including Embry-Riddle Aeronautical University.

Asked about what drives him, Lacy points to curiosity and people. "I'm genuinely interested in how people think and what they care about," he said. "That's where good planning starts — and it's the part of this work I'll never get tired of."

Looking ahead, Lacy aims to grow Alpha Wealth Group into the premier financial services firm in Florida and beyond, while expanding outreach to mentor the next generation and help more families and organizations move forward with confidence.

About Alpha Wealth Group
Alpha Wealth Group is a Jacksonville-based financial services firm serving business owners, nonprofit organizations, and high-net-worth individuals. The firm delivers comprehensive, relationship-driven planning across investments, tax, estate, and insurance strategy — with specialized expertise in nonprofit endowment and reserve management. To learn more, visit www.alphawealthgrp.com or call 904-313-2606.

Media Contact

Elijah Mcdaniel Office Manager, Alpha Wealth Group 904-313-2606 | [email protected] www.alphawealthgrp.com

Securities and investment advisory services offered through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial. LPLE and LPL Financial are not affiliated with Alpha Wealth Group

About Marquis Who's Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. The suite of Marquis® publications, including Who's Who in America® and Who's Who in the World®, remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the globe. Marquis® publications can be viewed at the official Marquis Who's Who® website, www.marquiswhoswho.com.

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