About Alexis
As a Wealth Advisor, Alexis is involved with client relationships while also working alongside the advisory team to create financial plans and provide operational support for the firm. Prior to joining Buckingham, Alexis was a Family Service Coordinator for the ultra-high-net-worth segment of a large regional bank. There she worked on servicing relationships and financial planning for her clients.
Alexis graduated Cum Laude from the University of Georgia with a Bachelor of Science degree in Family Financial Planning. During her studies, she served as the Vice-President of the Student Financial Planning Association and volunteered at many Financial Planning Association of Georgia events. After her studies, she earned her CERTIFIED FINANCIAL PLANNER™ designation in December 2019.
Alexis currently resides in Buckhead with her boyfriend and two puppies, Gracie and Wade. She is a member of Junior League of Atlanta and is a volunteer at BeLoved Atlanta. During her free time, Alexis loves to attend concerts, festivals and try new restaurants around the city.
As a Wealth Advisor, Alexis is involved with client relationships while also working alongside the advisory team to create financial plans and provide operational support for the firm. Prior to joining Buckingham, Alexis was a Family Service Coordinator for the ultra-high-net-worth segment of a large regional bank. There she worked on servicing relationships and financial planning for her clients.
Alexis graduated Cum Laude from the University of Georgia with a Bachelor of Science degree in Family Financial Planning. During her studies, she served as the Vice-President of the Student Financial Planning Association and volunteered at many Financial Planning Association of Georgia events. After her studies, she earned her CERTIFIED FINANCIAL PLANNER™ designation in December 2019.
Alexis currently resides in Buckhead with her boyfriend and two puppies, Gracie and Wade. She is a member of Junior League of Atlanta and is a volunteer at BeLoved Atlanta. During her free time, Alexis loves to attend concerts, festivals and try new restaurants around the city.