Alexandra Shepis - CFP®, CDFA®
Alexandra, a dedicated member of the advisory team, works attentively to support Francis Financial’s senior advisors. She approaches tasks, such as new account establishment, portfolio reports and financial planning, with enthusiasm and attention to detail. Her passion for the work is clear, and her open-mindedness and positive outlook make her a pleasure to work with.
ProfessionallyAlexandra received her M.S. in Finance from Fordham Gabelli School of Business, after graduating Cum Laude from Villanova School of Business with a Bachelor’s in Finance and Business Law. Before coming to Francis Financial, Alexandra gained experience working at Morgan Stanley Wealth Management, modeling clients’ portfolios, and conducting equity research. She completed her Certified Financial Planner™ (CFP®) designation from The American College and holds the Certified Divorce Financial Analyst Planner® (CDFA®) designation.
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