Allison Alexis

Office Manager

Allison joined our team in Ponte Vedra Florida in July of 2022 and contributes her extensive administrative support skills to serve our clients in a professional and nurturing environment.

Allison obtained her Bachelor of Arts degree from the University of West Florida in Legal Studies/Pre-Law and worked as a litigation paralegal for numerous years at prestigious firms in downtown Jacksonville before making the shift to the financial services industry. Allison prides herself on her organizational skills and enjoys learning new software,
training others and managing projects.

In her free time, Allison enjoys spending time with her family; visiting with friends; reading biographies and suspense novels; and, traveling.