Alexis George

About Alexis George

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Experience

1. Financial Advisor

   UBS

   Dec 2015 — Present

   I am a financial advisor and planner with K Street Partners, where we focus on multi-generational wealth planning. We are privileged to serve our clients as they transition through the various stages of life, and we strive to organize, allocate, and transition wealth throughout the generations. By limiting the size of our practice, we have created a Family Office environment that allows us to deliver a concierge level of service. By limiting the size of our practice, we have created a Family Office environment that allows us to deliver a concierge level of service. As the markets, regulations, and financial services industry continues to change, we remain anchored by the principle of not taking on additional risk than is necessary to meet your financial goals and pursuits. Investment planning is only one piece of the puzzle that leads to financial well-being. Our multi-generational wealth planning expertise, goals-based investment process, and understanding of family wealth dynamics set us apart from traditional investment advisory practices. With over 100 years of combined industry experience, we work with our clients to bridge the solid foundation of the past, their needs of the present, and their goals for the future.

Education

• University of Maryland Global Campus

  Master of Business Administration (M.B.A.)

  2004 — 2007

• Georgetown University

  Bachelor of Arts (B.A.), English Language and Literature, General

  2000 — 2004