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Louise A
CFP®, Series 65, Series 63
Upper Seattle, WA
Gates Pass Advisors, LLC
Louise Alexander is a CFP® with one year of experience, currently advising at Gates Pass Advisors, LLC. Her prior roles include positions at Merrill, Newground Social Investment, and O'Meara Financial Group. Outside of her advisory work, she co-manages a small residential property with her husband and serves as a co-trustee for family trusts. Gates Pass Advisors provides comprehensive financial planning and wealth management primarily for individual and high-net-worth clients, emphasizing financial-planning-driven asset allocation and tax-aware management. The firm utilizes third-party independent managers through a turn-key platform and typically manages discretionary portfolios based on client objectives.
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