Client Service Associate, Private Client Group
Alexandra joined Clearstead in 2022 as a Client Service Associate and supports multiple advisors in the Private Client Group. Her responsibilities include facilitating money movements, onboarding new relationships, directly corresponding with clients and maintaining strong relationships.
Prior to joining Clearstead, Alexandra provided client services at New York Life by managing and educating clients on their retirement assets. She is a graduate of Cleveland State University.
Find Your Clarity
Clearstead is structured to put client's interests first through our fee-only advisory model. Clearstead is independent and believes this is central to providing objective advice to clients.