Alex CarlsonAlex Carlson, CFP®
Associate Wealth Advisor

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Alex is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client services. Prior to joining Beacon Pointe, Alex served high net-worth clients as a Financial Consultant at E*TRADE from Morgan Stanley. Alex graduated from Texas A&M University with a bachelor’s degree in Economics and a minor in History. While attending Texas A&M, he was a part of the Judo team and has a lifelong background in Brazilian Jiu-Jitsu and wrestling. In his free time, Alex enjoys playing chess, watching football, and leading an active lifestyle.

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