About
Alexandra specializes in helping individuals and families simplify complex financial decisions through comprehensive, cross-balance-sheet wealth management strategies. She works closely with clients to understand their goals, priorities, and legacy aspirations, delivering personalized solutions that integrate investment management, retirement planning, estate and trust strategies, tax-aware planning, and wealth transfer considerations.
Before joining Wealth Enhancement, Alexandra served as a Senior Vice President and Senior Financial Advisor at Merrill, advising high-net-worth families, business owners, executives, and retirees. Earlier in her career, she spent seven years at Citi Private Bank, providing holistic wealth planning, investment management, and lending solutions to affluent clients and their families.
Known for her exceptional client service, attention to detail, and thoughtful guidance, Alexandra is committed to helping clients navigate financial complexity with confidence and clarity. Outside of work, she enjoys spending time with her family, traveling, and hiking with her husband, Tyler, and their dog, Gumbo.
Education
- BS - Finance and Marketing, cum laude, Fairfield University
Current Clients
Contact me via email or my team at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation