As an associate paraplanner, Alexsa helps prepare the backend research needed for the subsequent meetings of lead financial advisors and their clients. This includes assisting advisors with preparing financial analyses as well as financial plans for the specific needs of clients. Alexsa also conducts investment research reports, and assists with the analysis, rebalancing, and administration of client investment portfolios. Alexsa has expert knowledge of the important software used to collect pertinent data and provides customer support for the client’s processing needs, ensuring a smooth experience.
What makes Alexsa such a force to be reckoned with is that she does all of this while attending Central Connecticut State University full time and maintaining a 4.0 GPA. She also passed the Securities Industry Essentials (SIE) exam and obtained her Series 66 and Series 7 registrations during this time.
Alexsa has the unique ability to be completely thorough, organized, and learn quickly regardless of the task or topic she approaches. She knows at the beginning what her goal is, and by her determination to succeed, it is not a surprise that she accomplishes whatever she sets her mind to.
Her superb customer service skills were learned from her job as a server and hostess. Then she turned a hobby into a part-time business reselling high-end clothes online, which led Alexsa to the importance of being organized and practicing due diligence.
She enjoys paying it forward by volunteering at the New Britain YMCA on Thanksgiving. Born and raised in West Hartford, Alexsa’s hobbies include cooking with her boyfriend, meditation, organizing following The Home Edit method, and practicing Melissa Wood Health fitness.