Client Service Associate
Alex is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. His duties include account administration, processing new and existing account paperwork, money transfers, and acting as the primary liaison with the firm’s custodial partners. Alex recently graduated from Liberty University and earned his B.S. in Business Administration with a concentration in Financial Planning. He currently resides in Mission Viejo, CA and enjoys surfing and playing pickleball.