Alexis Davis
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Alexis is a Senior Associate and Financial Planning Specialist with Eagle Strategies, a subsidiary of New York Life. Alexis joined Eagle Strategies in May 2015. She is a member of the Financial Planning Team where she works closely with Advisors and their staff in reviewing and analyzing a client's current financial situation. She also assists in developing and discussing strategies, solutions, and implementation opportunities. Alexis also supports advisors in practice and case development best practices. Before coming to New York Life - Eagle Strategies Alexis spent a year at UBS on their Wealth Management Team. She is a graduate of Stockton University where she earned a BA in business studies with a concentration in financial planning. The financial planning program was certified by the CFP(r) Board making her a candidate to sit for the exam. Alexis is FINRA Series 7 licensed.
