How can you pursue what matters most?

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Plans

Carl Aloupis

Senior Vice President–Wealth Management

Now in his 25th year in the financial services industry, Carl seeks to support you across your multi-dimensional financial life: your family, your career, your business, and your legacy.  He applies a conscientious approach to financial planning, risk mitigation, and comprehensive portfolio management.

Carl understands the balance of building capital while preserving hard-earned assets, and he believes the key components of a prosperous relationship are accessibility and tangibility.

In 2016 he and Jonathan G. Moore, CFP®, established Aloupis-Moore Wealth Management and, in 2022, they formed William Street Wealth Management Group. 

With a meticulous and methodical approach, Carl evaluates purposeful strategies in relation to big-picture contexts for your current and future needs.

Carl is a CERTIFIED FINANCIAL PLANNER™ professional and holds the FINRA series 7, 63, 66, 9, and 10 securities licenses.  He has mentored countless advisors in the New England region.

Prior to joining UBS, Carl spent nearly 14 years at Fidelity Investments and was a Vice President/Senior Account Executive in their Private Client Group.  He graduated cum laude from Framingham State University (Framingham, MA).

Carl and his wife, Margaret, have two children and reside in Shrewsbury, MA.  In his free time, Carl coaches his children's youth sports teams.  He also enjoys golf, physical fitness, history, and spending time with his family.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IL
  • KS
  • MA
  • MD
  • ME
  • MN
  • MO
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA

Education

  • Bachelor of Arts. Cum Laude, Framingham State University
  • Financial Planning, Merrimack College
  • Financial Planning, Boston University

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Portfolio Manager
55 William Street
3rd Floor
Wellesley, MA 02481
  • (781) 446-8958

Email Me

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