ALEX BRESE

DIRECTOR OF ANALYTICS

Alex Brese joined the staff of Legacy Private Client Services to serve as our Director of Analytics in the planning department. He is furthering his knowledge and training by taking additional coursework in the financial field. With seven years of industry experience, Alex plays a crucial role in supporting lead advisors by managing client relationships, including addressing client questions and concerns, collaborating closely with the advisory team, and remaining updated on the latest industry trends and regulations.

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 63, and Series 7.

Beyond his professional life, Alex is married to Carley, and they are eagerly anticipating the arrival of their first child in June. In his leisure time, Alex enjoys playing golf, reading, spending time outdoors, and passionately supporting the Wolfpack.