Rex is an Associate Wealth Advisor at Claro Advisors. He specializes in serving next-generation high earners, corporate executives, and UHNW families; offering them a tailored white-glove experience to simplify their financial lives.
Through navigating the complexities of building, managing, and preserving wealth, he cultivates enduring relationships with his clientele.
Rex's expertise lies in tax-efficient wealth management, concentrated stock positions, alternative investments, multi generational trusts and comprehensive financial planning. Prior to joining Claro Rex worked at Merrill Lynch Private Wealth Management & The Colony Group.
Outside of the office Rex is extremely active, he served at the Captain of Northeastern Men’s Rowing, he enjoys skiing, fly fishing and golf.
Disclosure: Claro Advisors LLC ("Claro") is a Registered Investment Advisor with the U.S. Securities and Exchange Commission ("SEC") based in the Commonwealth of Massachusetts. Registration of an Investment Advisor does not imply any specific level of skill or training. Information contained herein is for educational purposes only and is not to be considered investment advice. Claro provides individualized advice only after obtaining all necessary background information from a client. Disclosures and Terms of Use.
© 2024 by Claro Advisors, LLC. All Rights Reserved.
EMoney
Fidelity
Schwab