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 high-net-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® (CFP®) professional. 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

Markets

Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption

March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
Wealth Planning

What is the Social Security Fairness Act and how will it impact Social Security benefits?

March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
Investing

How to think about market volatility

March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now
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