Alex Wilson is a client service associate for the Institutional Division of Ronald Blue Trust.
Alex is responsible for overseeing various aspects of the Institutional Division client service to help ensure clients receive exceptional care at every touchpoint. As part of his role, he designs and implements processes and procedures to enhance the efficiencies of Institutional Division operations. Alex provides administrative support by performing a variety of duties in the areas of client service, investment management, office administration, and accounting to support the Institutional team in serving and assisting clients.
Prior to joining Ronald Blue Trust, Alex was a wealth management client associate at Cornucopia Wealth Management where he provided support to the financial advisor in various wealth management topics including financial planning, investment management, and retirement planning.
Alex earned his BS in business administration, MBA, and a master’s degree in sports business management from the University of Central Florida.
Alex enjoys travel, reading, and sports. He currently resides in Atlanta, GA.