Adviser
Alex LaPointe has had a successful career in the financial industry. Alex began their work experience as a Financial Advisor at Ameriprise Financial Services, Inc. in 2006. In 2007, they moved to Columbia Management, where they held positions as a Regional Sales Director and later as a Regional Vice President from 2010 to 2013. In 2013, they joined Adviser, where they have served as a Wealth Advisor and currently holds the position of Regional Vice President, Wealth Management.
Alex LaPointe attended Winchester High School but did not obtain a degree or specify a field of study. After high school, they pursued a Bachelor of Science (BS) degree in International Business at Ithaca College from 2002 to 2006.
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Adviser
Adviser is a full-service wealth management firm, offering investment management, financial and tax planning, managed individual bond portfolios, and 401(k) advisory services. We’ve been helping individuals, trusts, institutions and foundations since 1994. Adviser Investments and its subsidiaries have over 5,000 clients across the country and over $8 billion in assets under management. Our portfolios encompass actively managed funds, ETFs, socially responsible investments and tactical asset allocation strategies, and we’re experts on Fidelity and Vanguard mutual funds. We take pride in being The Adviser You Can Talk To. To see a full list of our awards and recognitions, click here, and for more information, please visit www.adviserinvestments.com or call 800-492-6868.