Alexis has been in the financial industry since August 2022. She is a financial advisor who is dedicated to helping her clients secure their financial future. She helps individuals map out their financial goals, through accumulation, protection, and distribution of wealth. She is a part of a team with over 40 years of experience that specializes in extensive financial and retirement planning, tax-efficient investing, and everyday financial needs. Her main purpose is to educate individuals on their options and assist them in making informed decisions from a wide variety of services ranging from asset management to life and long-term care insurance.
Before starting her career, Alexis graduated of Mount St. Mary’s University with a major in Business Management, and double minor in Finance and International Business. While at Mount St. Mary’s, she was a member of the Division 1 Softball program. She also obtained her Master of Business Administration (MBA), while being a member of the Student-Athlete Academics Support Center as a compliance assistant to the director. So far in her career at Equitable, she has earned the Emerging Leader award for going above and beyond expectations.
Outside of the financial world, Alexis is passionate about living a healthy and active lifestyle by hiking with her dogs & weight training. Committed to staying connected to family and friends, and to building relationships on a professional and personal basis.