Alexa ParisiAlexa Parisi, CFP®AssociateBusiness Management Specialist
About Alexa
Alexa Parisi is an Associate at J.P. Morgan Wealth Management.
As a member of The Gold-Henry Wealth Management Group, she works with her team to support highnet-worth individuals and families, and successful professionals. Alexa's responsibilities include client reporting, building financial plans and executing trades. She has a reputation for building trusting relationships with clients and managing responsibilities in a dedicated and experienced manner.
Alexa graduated from Binghamton University with a B.S. in Financial Economics in 2010. With 13 years of experience in financial services, she began her career in 2010 at KLS Advisors. Alexa then transitioned to Morgan Stanley in 2014 and joined The Gold-Henry Wealth Management team. She joined J.P. Morgan with the team in 2018.
She holds her FINRA Series 66 and 7 securities licenses and is also a CERTIFIED FINANCIAL PLANNER®.
Alexa lives in Melville, New York with her husband and son. Outside of work, she enjoys traveling and spending time with her family
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
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