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

5 things working in markets today

June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Investing

Paying with debt: How to leverage your investments

June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Real Estate

Thinking about buying another home? Here’s what to consider

June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
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