ALEX BRESE

ASSOCIATE FINANCIAL ADVISOR / DIRECTOR OF PLANNING

As a valued member of our staff, Alex Brese plays a crucial role in supporting lead advisors by managing client relationships, including addressing client questions and concerns, collaborating closely with the advisory team to build detailed and customized financial plans, and remaining updated on the latest industry trends and regulations. He is currently working on his ChFC^® designation through the American College of Financial Services.

Alex earned a bachelor's degree in business administration with a concentration in Finance from North Carolina State University. Following his graduation, he acquired his N.C. Life and Health Licenses and holds several FINRA designations, including SIE, Series 6, 7, 63, and 66.

Beyond his professional life, Alex is married to Carley, and they have a one-year-old daughter and two adorable dachshunds. In his leisure time, Alex enjoys playing golf, reading, spending time outdoors, and passionately supporting the Wolfpack.