Alex Mason

Empathetic leader working at the intersection of wealth management strategy, product, and business development — building technology that gives financial advisors and planners back their most valuable asset: time. My career sits inside the RIA, broker-dealer, and wealthtech ecosystem. I led strategy initiatives at LPL Financial, the largest independent broker-dealer in the U.S., where I saw firsthand how much of an advisor's day is consumed by clerical work that should never touch their calendar. That insight is now the foundation of Legacy Keeper, where I lead product, strategy, and business development to bring AI-driven estate planning to the advisor workstation — compressing what a half-day of work per household used to take into a 20-minute review. What I bring to wealthtech: A te...