Alexa Wooten
Client Service Associate
Alexa Wooten, Client Service Associate, is a graduate of Stetson University with a Bachelor of Business Administration in Accounting. She joined the firm in 2023 as an intern, where she prepared income tax returns and supported special projects before transitioning into her full-time role as a Client Service Associate. She assists clients with opening accounts, fund transfers, scheduling appointments, account updates, and quarterly reporting.
