Lexi joined Raymond James in April 2025 as a Client Service Associate with the Global Wealth Solutions Group. With a strong background in psychology and a passion for helping others, Lexi brings a thoughtful, client-first approach to every interaction.
In her day-to-day role, she manages account openings, money movement, and client service requests with precision and care. Her strong organizational skills, attention to detail, and natural problem-solving abilities make her a trusted resource for both clients and advisors. Known for her warmth and responsiveness, Lexi ensures every client feels heard, valued, and supported—no matter the size of the request.
Lexi was drawn to Raymond James for its client-centered culture and the opportunity to make a meaningful impact in people’s lives. She thrives in fast-paced environments and is excited to grow her career in financial services while continuing to deliver exceptional service.
She graduated magna cum laude in August 2024 with a degree in Psychology and a minor in Sociology. Her academic achievements include multiple years on the Dean’s List with Distinction and recognition for the highest academic distinction from 2022 to 2024.
Originally from Redondo Beach, California, where she still resides, Lexi is a world traveler, avid reader, and devoted animal lover. She enjoys spending time with her family and her three dogs: Kali, Bailey, and Scruffy.