Alexis Davis

Paraplanner

Alexis is our financial planning Paraplanner and is responsible for supporting our Financial Planning team throughout the financial planning process, including assisting in data reviews, modeling scenarios, and generating reports. Alexis earned a BA in Business Studies with a concentration in Financial Planning from Stockton University.  She is actively pursuing her CFP®designation.

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Love Your Finances Blog

Love Your Finances Blog

A place to fall in love with your money

and take the path to realizing your hopes, dreams, and goals.