Alexis is a senior financial planner at Mercer Advisors, where she helps clients achieve their personal, professional, and charitable goals through comprehensive financial planning. She is both a CERTIFIED FINANCIAL PLANNER® (CFP®) Professional and Chartered Advisor in Philanthropy® (CAP®).
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 comprehensive financial planning approach. Alexis graduated magna cum laude from Virginia Tech Honors College with a major in finance and a minor in psychology.
Alexis is based in Atlanta where 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