Alexis Maafoh

Wealth Advisor at Focus Partners Wealth

Role
Wealth Advisor at Focus Partners
Location
Chicago, IL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Wealth Advisor

    Focus Partners

    Jun 2024 — Present

    Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do.Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC\'s website at I post here is my opinion, not the opinion of my employer. This information is provided for general information purposes only and should not be construed as financial, tax, or legal advice.

Education

  • The University of Georgia

    Bachelor’s Degree, Family Financial Planning and Consumer Economics

    2012 — 2016

  • North Paulding High School

    Diploma

    2008 — 2012

Skills

  • Customer Service
  • Microsoft Word
  • Teamwork
  • Research
  • Powerpoint
  • Microsoft Excel
  • Event Planning
  • Social Media
  • Leadership
  • Time Management
  • Outlook
  • Microsoft Office
  • Budgets
  • Public Speaking
  • Social Networking
  • Data Entry

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Alexis Maafoh — Wealth Advisor at Focus Partners in Chicago, IL, US | Unifers