Alexis became a valued member of the Family Wealth Management, LLC team in 2019, leveraging her decade-long experience in providing support to financial advisors. Her expertise, skills, and warm personality greatly contribute to the team's overall value. Alexis consistently demonstrates her willingness to tackle challenges head-on and work diligently to find optimal solutions. She embraces the dynamic nature of her work, recognizing that each day presents a new opportunity for personal growth and learning.
Alexis holds a bachelor's degree in Business Management with a concentration in Finance from Widener University. Early in her career, she obtained her Life and Health Insurance Licenses, enabling her to provide enhanced support to clients. Additionally, Alexis is a Licensed Notary, further showcasing her commitment to delivering comprehensive assistance. To further advance her career, she plans to study for her securities exams in the upcoming year, demonstrating her dedication to continuous professional development.
Originally from Long Island, NY, Alexis and her family have made South Jersey their current home. Her enthusiasm, expertise, and willingness to go the extra mile make Alexis an invaluable asset to the Family Wealth Management, LLC team.
Making memories with her family and friends, storm-watching, visiting new places, cheering for the NY Giants, and watching horror movies.
Alexis is a fraternal twin! Her sister, Alexandra, is two minutes older and takes every chance to prove it.
Alexis met several celebrities while working in her hometown of Southampton, NY during the summers. The one encounter that was the most special to her, was meeting Aretha Franklin and making her laugh!