Karlie Welbes
Client Service Associate
Karlie is a Client Service Associate for Beacon Pointe and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Karlie graduated from the University of Northern Iowa with a degree in Finance and Real Estate. Outside of the office, Karlie enjoys cooking, reading, staying active daily, and spending time with family and friends.
