Alexis joined Family Wealth Management in 2019. She has been providing support to financial advisors for over 10 years. Her expertise and skills along with her friendly personality contributes to the value of the team. She is always willing to step up to any challenge and work through issues to find the best solution. Alexis provides additional support to both new and existing client business as well as account maintenance. Alexis loves the fact that every day is different and is another opportunity to learn something new!
She is Series 6 & 63 licensed, a licensed Notary and has her life and health insurance license in the State of NJ.
Originally from Long Island, NY, Alexis and her family currently reside in South Jersey.
She Enjoys:
Making memories with her family and friends, storm watching, visiting new places, cheering for the NY Giants and watching horror movies.
I bet you didn’t know:
Alexis is a fraternal twin! Her sister, Alexandra, is two minutes older and takes every chance to prove it.
Interesting Fact:
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!