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

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