Karlie Welbes
Associate Wealth Advisor

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Karlie is an Associate Wealth Advisor for Beacon Pointe and is responsible for partnering with clients and their advisors to provide customized solutions. Among her duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client servicing. 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.