Alexa Willis
Wealth Advisor & Shareholder at Mercer Advisors helping clients achieve Economic Freedom.
- Role
- Wealth Advisor at Mercer Advisors
- Location
- Bellevue, WA, US
- LinkedIn followers
- 500 followers
About Alexa Willis
With over a decade of experience at Mercer Advisors, I currently serve as a Wealth Advisor, leveraging my CFP® and Series 65 credentials to provide personalized financial planning and client advisory services. Collaborating with our team, I empower clients to achieve their financial goals through tailored strategies, a commitment to excellence, and a focus on long-term outcomes. My mission is to foster trusted relationships and deliver impactful solutions that align with clients\' values and aspirations, contributing to Mercer Advisors\' vision of delivering family office services to real families.
Experience
Wealth Advisor
Oct 2023 — Present
Education
Boston University
Bachelor of Arts - BA, Economics and International Relations
Skills
- Social Media
- Powerpoint
- Microsoft Office
- Microsoft Excel
- Research
- Microsoft Word
- Event Planning
- Public Speaking
- Editing
- Data Analysis
- Nonprofits
- Teaching
- Community Outreach
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