Our Team
Alexandra Shepis - CFP®, CDFA®
Senior Associate Advisor
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.
Professionally
Personally
Purpose
Professionally
Alexandra 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.Personally
When Alexandra isn’t working, she can be found tackling a new do-it-yourself project or exploring the beautiful Lower Hudson Valley, where she resides. She also enjoys cooking family recipes, horseback riding, and playing tennis. She is a devoted music lover and has been playing piano since the age of 5, which gives her an outlet for her own musical expression.Purpose
When I was in college, my father passed away, and I experienced how life can change overnight. I watched my mother take on financial responsibilities without feeling confident in her decisions. Over time, I saw her become financially empowered as she took control of her situation and began to achieve financial peace of mind. This experience inspired me to help women navigate life transitions and to be a sounding board for them during those difficult times.As featured in
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