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Council Rock Wealth Advisory Group
A private wealth advisory practice of Ameriprise Financial Services, LLC

Meet the team

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

Alex Pohlson

MBA

Financial Advisor

Council Rock Wealth Advisory Group
EMAIL
PHONE
Ext. 23
BUSINESS MOBILE
585.514.4994
Schedule a meeting
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

Awards & recognition

  • Council Rock Wealth Advisory Group, Forbes Best-in-State Wealth Management Teams, 2026

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.

Connect with us

Alex Pohlson may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.