Alexa Hladick

Alexa Hladick has diverse work experience in various roles related to financial planning and client services. Alexa is currently working as a Senior Associate in Financial Planning at CAPTRUST since March 2023. Previously, Alexa worked as an Associate Wealth Advisor at The Colony Group from November 2022 to March 2023, and as a Client Services Associate at Centurion Wealth Management, LLC from April 2021 to November 2022.

In addition to their financial planning roles, Alexa also gained experience in operations and marketing. Alexa worked as a Client Sales Associate and a Jr. Operations Specialist (Margin) at Oppenheimer & Co. Inc. from October 2020 to April 2021 and June 2020 to October 2020, respectively. Alexa also gained marketing experience through their roles as an Undergraduate Marketing Research Assistant at Christopher Newport University from May 2019 to January 2020, a Marketing Intern at Christopher Newport Study Abroad from September 2018 to November 2018, and a Marketing Intern at Rebekah Borucki: BexLife.com from September 2015 to June 2016.

Furthermore, Alexa has also participated in internships at Oppenheimer & Co. Inc. as an Operations Intern from June 2019 to August 2019 and as a Summer Intern from June 2018 to August 2018. Alexa also had a brief experience as an Extern at the Financial Planning Association (FPA) from June 2022 to August 2022.

Overall, Alexa Hladick has demonstrated a strong background in financial planning, client services, operations, and marketing through their various roles and internships.

Alexa Hladick attended Christopher Newport University from 2016 to 2020, where they obtained a Bachelor's degree in Business Marketing. In addition to their formal education, Alexa also earned a certification in eMoney Fundamentals from eMoney Advisor in August 2022, and a Securities Industry Essentials certification from FINRA in September 2021.