Alexis Zuccaro, CWS®, AIF®
Alexis is a Wealth Advisor at SageView Advisory Group. Prior to joining SageView, Alexis was a Wealth Advisor at Bloomfield Hills Financial, an independently owned wealth management firm, providing investment guidance and excellent client service to individuals, executives, and business owners to pursue the preservation of their purchasing power throughout their lifetime.
Alexis previously spent ten years as a General Manager of two independently owned restaurants where she focused on daily business operations, overseeing the management team and customer service. Alexis earned her bachelor’s degree in history from Wayne State University and currently holds her Series 7 and 66 registrations, along with her Certified Wealth Strategist (CWS®) and Accredited Investment Fiduciary (AIF®) designations and is also Life, Health and Variable insurance licensed.
An active lifestyle is a priority for Alexis, her husband Chris and their dalmatian, Mina. In her free time, she enjoys running, reading and travel.