Alexandria Simons
Where Strategy Meets Empathy | Financial Advisor & Tax Strategist | Forbes SHOOK 2026 Best-In-State Wealth Management Team | Helping All People—Especially Women—Own Their Financial Power
- Role
- Financial Advisor - the Ghm Group at Baird
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Alexandria Simons
I believe financial advice should feel like a conversation—not a transaction.As a financial advisor and tax strategist, I help people from all walks of life build wealth with intention, clarity, and confidence. My approach is deeply human-centered: I listen first, strategize second, and always lead with empathy.While I work with a diverse range of clients, I’m especially passionate about supporting women on their journey to financial independence. I believe financial literacy is a form of power—and everyone deserves access to it.Whether you\'re navigating a major life transition, planning for retirement, or simply trying to make smarter tax decisions, I’m here to help you feel informed, empowered, and in control of your financial future.Let’s build a plan that reflects your values, supports your goals, and grows with you. Let’s connect—I’d love to hear your story.
Experience
Financial Advisor - the Ghm Group
Dec 2024 — Present · Grand Rapids, MI, US
Education
University of Wisconsin-Milwaukee
General
2000 — 2001
Saint Francis High School
General
1998 — 2000
Mount Mary University
BS, Accounting
2001 — 2005
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