Alexis discovered her passion for the financial planning profession during several summer internships at Mercer Advisors. She realized quickly that she wanted to help clients achieve Economic Freedom™ through a holistic financial planning approach. Alexis graduated magna cum laude from Virginia Tech Honors College with a major in finance and a minor in psychology. She returned to Mercer Advisors as a Client Service Specialist and has since moved into her current role as a Financial Planner. Alexis is a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Advisor in Philanthropy®. She enjoys helping clients achieve their personal, professional, and charitable goals every day through comprehensive financial planning. In her free time, she enjoys walking her dog, traveling, and being with family and friends.
Atlanta
5555 Glenridge Connector Suite 825 Atlanta, Georgia 30342