Our financial advice team

Alex Pohlson, Financial Advisor serving the Rochester, NY area - Ameriprise Advisors

Alex Pohlson

MBA

Financial Advisor

Council Rock Wealth Advisory Group
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Sustainable and Responsible Investing
  • Consulting on potential benefits and risks of IRA rollovers

Education

  • Master of Business Administration with a focus in Finance from Binghamton University 2023
  • Bachelor of Arts, majoring in Mathematical Science with a specialization in Actuarial Science from Binghamton University 2021

Previous experience

  • Financial Services Professional, Ascent Capital TFA, 2024
  • Campus Rec Supervisor, Binghamton University, 2021-2023
  • Business Operations Intern, Binghamton Black Bears Hockey, 2022-2023
  • Intamurals Official, Binghamton University, 2019-2021

Interests

Outside of the office, you can find me staying active playing pickleball or golf, walking my dog, and traveling! Some of my favorite places I've been to are Spain, Denmark, and Italy, but I love to explore new places too.