Alexa Willis

Sr. Financial Planner

CFP®

awillis@merceradvisors.com

888.642.4636

Alexa is passionate about helping people turn financial aspirations into realities and guiding them toward financial freedom and security. With a father who was a financial advisor and a grandfather who was an avid investor, she’s been immersed in the industry since an early age. As a CERTIFIED FINANCIAL PLANNER(TM) professional, her goal is to optimize every client’s financial situation, so they never again have to worry about money. Alexa has significant experience in tax planning and strategy, insurance, education planning, legacy planning, and investment management. Prior to joining Mercer Advisors, she worked for several years as a crisis intervention coordinator at a local nonprofit, helping women and families navigate through hardship. When not at work, Alexa can be found exploring a mountain trail, reading, trying a new recipe, or spending time with her husband and family.

Bellevue

10655 Northeast Fourth Street
Suite 810
Bellevue, Washington 98004

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Coeur d’Alene

1250 Ironwood Drive
Suite 110
Coeur d'Alene, Idaho 83814

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Ketchum

131 4th Street East
Suite 320
Ketchum, Idaho 83340

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Portland

121 Southwest Morrison Street
Suite 910
Portland, Oregon 97204

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Spokane

201 W North River Drive
Suite 380
Spokane, Washington 99201

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