Alexa Greer
Client Service Associate

Alexa started working for CollaborativeWEALTH® as an intern in August 2014. She graduated with honors from the University of Florida in December 2014. She obtained a Bachelor of Science in Food & Resource Economics, with a specialization in Business Marketing & Management. She joined our team full-time in January 2015. Alexa comes to us with previous experience as a Financial Representative Intern at Northwestern Mutual. She has her Life, Health and Variable Annuity insurance license. Alexa handles a variety of operational functions including review books, beneficiary updates, distributions, new accounts, and account transfers. In her spare time, she enjoys traveling, running, and spending time with her niece.