Alexis Mitchell

Experience

1. Founder & Chief Marketing Officer

   Wealthie

   Oct 2024 — Present · Scottsdale, AZ, US

   As Chief Marketing Officer at Wealthie, I lead strategic marketing initiatives designed to help wealth management firms enhance their brand presence, generate qualified leads, and drive sustainable growth - all while ensuring compliance with industry regulations. Leveraging extensive experience in high-net-worth wealth management, estate planning, and financial marketing, I develop and execute data-driven marketing strategies that position firms for long-term success.Marketing Strategy & Consulting - Develop tailored marketing frameworks to strengthen brand positioning, client acquisition, and retention.Digital Marketing & Lead Generation - Implement SEO, targeted advertising, and social media strategies to attract and engage high-net-worth clients.Content Creation & Branding - Oversee the production of compliance-friendly content, including newsletters, educational materials, and digital assets.Event Planning & Public Relations - Manage high-impact events to elevate brand visibility and industry credibility.Compliance Integration - Ensure all marketing efforts align with financial industry regulations while maintaining effectiveness and innovation.Business Development & Growth Strategies - Partner with firm owners to identify opportunities for expansion and optimize client engagement.

Education

• Westmont College

  B.A.