Alexis works closely with our clients to help ensure that all their needs are met. Dependable and kind, she has a great rapport with our clients. They know they can reach out to her and that their questions or requests will be handled promptly and appropriately.

Her organizational skills and attention to detail allow her to effectively manage our team calendar, schedule client reviews, and assist new clients throughout the onboarding process. Alexis also helps out our team tremendously by preparing and processing client paperwork, monitoring reports, handling check deposits and other important administrative duties.

Alexis moved to Raymond James with our team in 2019 from Merrill Lynch, where she was a client associate. She earned a bachelor’s degree in psychology from the University of Iowa.

Alexis is originally from North English, Iowa, and now lives in Newnan, Georgia. In her free time, she enjoys cooking, traveling, watching movies, and spending time with friends and family, as well as with her dog, Dexter, and her cat, Geno.