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 PLANNERTM (CFP ®).

Alexa lives in Melville, New York with her husband and son. Outside of work, she enjoys traveling and spending time with her family

Insights

Economy

Is it a golden era for gold?

April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read Now
Wealth Planning

Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments

April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Outlook

Geopolitical unrest: Assessing market implications

April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read Now
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