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Alex Kellison is a professional with experience in investment banking, portfolio management, and auditing. Currently serving as the President of Heritage Capital Group, Alex has worked extensively on M&A transactions, financial modeling, and strategic consulting for business owners. Prior to this role, Alex was a Portfolio Manager at Morgan Stanley Wealth Management and an Auditor at Fidelity National Financial. Alex holds a Master of Business Administration (MBA) in Accounting and Finance from Jacksonville University and a Bachelor of Business Administration (B.B.A.) in Finance from the University of North Florida.