Alexa will work closely with clients to develop financial plans designed to meet their needs and goals. She is focused on building close relationships with each client and their families.
Prior to joining Wells Trecaso Financial Group, Alexa was a Registered Client Associate with Merrill Lynch since 2015. She is a graduate of Miami University where she received her Bachelor of Science degree in Finance from The Farmer School of Business. She holds the Certified Financial Planner™ certification awarded by the Certified Financial Planner Board of Standards, Inc. She has the Series 7 and 66 FINRA registrations and is licensed by the State of Ohio for Life and Health insurance.
In Alexa’s spare time she enjoys spending time with her big, Greek family, hiking the trails with her Goldendoodle, Tucker and traveling. She grew up in Stow, OH and now resides in the Copley area.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.