Meet Alexis
Alexis is a Wealth Advisor at Mercer Advisors, helping clients achieve their personal, professional, and charitable goals through comprehensive financial planning. Her career choice was inspired by her father, a Mercer Advisors Wealth Advisor for more than 25 years. Alexis graduated magna cum laude from Virginia Tech’s Honors College with a major in finance and a minor in psychology. She is a CERTIFIED FINANCIAL PLANNER® (CFP®) Professional and Chartered Advisor in Philanthropy® (CAP®).
Alexis’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Alexis has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Guiding clients through living in retirement with steady income and smart planning
- Helping dentists balance personal wealth goals with the demands of running a practice
- Helping single women manage wealth on their own terms, with strategies aligned to their lifestyle and priorities
Her working style
Alexis is empathetic and able to simplify complex topics for clients. She is relationship-oriented and strives for trust and confidence from her clients. She greatly values a tailored financial plan for helping drive financial and investment decisions.
Alexis in real life
What keeps you busy outside of work?
My husband and I have many family and friends who live out of town, so we are constantly hosting loved ones or traveling to visit them. When we’re not in Georgia, you can find us in South Carolina or Virginia!
Any words you try to live by?
Ever since I first started out in the financial planning profession, my dad stressed to me this quote from Theodore Roosevelt, “Nobody cares how much you know until they know how much you care.” I live by this in all my relationships, whether personal or professional.
What’s one thing you are surprisingly good at?
I love to solve things! In my professional time, this is best shown when I’m breaking down topics or concerns that might feel complex to my clients. In my spare time, I love working on complicated puzzles and almost always have one in progress.
Alexis’s snapshots
Meet Alexis’s Teammates
Morgan Barnwell
Client Service Specialist
What Alexis Says
Morgan is a huge asset to our team. She truly cares about our clients, and this drives her to be efficient, detail-oriented, and dedicated in all that she does!
Sarah Cannon
Wealth Advisor, Director
What Alexis Says
Sarah is a great teammate, and I enjoy partnering with her on many client relationships to ensure we’re providing the best client experience possible. She is dependable, well-versed in investments, and a wonderful mentor!
Brian Sullivan
Sr. Wealth Advisor, Sr. Director
What Alexis Says
I’ve known Brian for two decades! We’ve known each other personally and as colleagues for so long that it’s effortless to partner together on client relationships. He has a significant wealth of knowledge regarding several complex financial planning topics and I enjoy learning from him!
Ready to learn more?
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