Alex Barrett is a wealth management financial advisor based in Winston-Salem, NC.
Alex works with individuals and families to help them achieve their financial goals through comprehensive wealth management. He specializes in financial planning, portfolio management, family wealth planning, financial modeling, and retirement plan design.
Before joining CAPTRUST, Alex was an analyst at an M&A advisory investment bank.
Alex earned his Bachelor of Science in Business Administration with a finance focus from the University of North Carolina at Chapel Hill.
In his free time, Alex enjoys spending time with his wife and daughter, traveling, cooking, and the occasional round of golf.
Education
- Bachelor of Science in Business Administration in finance, University of North Carolina at Chapel Hill
Industry Designations
- Accredited Investment Fiduciary®
Memberships
- Treasurer and Board Member, Winston-Salem Foundation
- Board Member, Centers for Aging and Rehabilitation of Florida
- Board Member, Goodwill of Northwest NC Foundation
Winston-Salem, NC
615 St. George Square Court #300
Winston-Salem, NC 27103