Alejandro Segovia
Based in Raleigh, Alejandro supports merger teams by coordinating investment positions, billing details, and portfolio transitions for newly integrated clients.
Ways to Connect
As an Investments and Billing Specialist in Mergers at Mission Wealth, Alejandro Segovia supports recent merger team members and their clients’ investment positions and portfolio transitions.
I've always been drawn to the dynamic world of investments. At Mission Wealth, every day is a chance to learn something new, feed my curiosity, and delve deeper into the industry.
Professional Background
Before joining Mission Wealth, Alejandro honed his skills in the finance industry by serving as an Operations Associate for Beacon Pointe Advisors. In addition to his work in the private sector, Alejandro is also a dedicated member of the U.S. Army Reserves, where he currently holds the rank of First Lieutenant. Through his military service, Alejandro has developed a strong sense of discipline, leadership, and teamwork that has proven invaluable in his work at Mission Wealth. His unique combination of experience and expertise allows him to bring a well-rounded perspective to his role as an Investment Associate, enabling him to deliver exceptional results for clients.
Alejandro received a Bachelors of Business Management from the University of Arizona.
Personal Pursuits
Since relocating to Scottsdale, Alejandro has taken up a new hobby in golf. He finds the sport to be a great way to unwind and challenge himself, and enjoys exploring the many top-rated courses in the area. During the winter months, Alejandro likes to hit the slopes and go skiing, taking advantage of the nearby mountain ranges for some outdoor adventure. These pursuits allow him to stay active and engaged outside of work, and help to keep him grounded and balanced in all aspects of his life.
Connect with us
Here’s how the first steps work:
- 1 Select the type of inquiry
- 2 Tell us what you’d like to discuss
- 3 We’ll connect you with the right person or team
Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor