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

Wealth Planning

Building tax-efficient equity exposure

April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Markets

Where will tariff rates settle? 3 scenarios explained

April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Sustainability

Debunking the top five sustainable investing myths

April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
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