Associate, Client Service
Alexa is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Alexa graduated Summa Cum Laude from Ramapo College with a B.A. in Literature. Prior to Beacon Pointe, she handled client service and operations for a technology company in Northern New Jersey. Alexa was born and raised in Passaic County, but now resides in Morris Plains, where she enjoys hiking, yoga, creative writing, and spending time with her family and friends.