Alexis Bastoni
Partner
In 2025, Alexis earned a Master of Science in Consumer Sciences with a concentration in Family Financial Planning and Counseling from The University of Alabama (4.0 GPA), after completing a Bachelor of Science in Marketing with a minor in Sales and graduating Magna Cum Laude.
Following her graduation, Alexis began her career at Fisher Investments as an Onboarding Coordinator and Client Service Associate. In this role, she managed the onboarding process for new clients, coordinated retirement account rollovers and asset transfers, assisted financial advisors, and provided high-quality client service throughout the transition process.
In her role, Alexis focuses on providing the best possible client experience by putting clients first. She assists with paperwork and phone calls, sits in on meetings, and plans to eventually become a financial advisor.
Clients can expect Alexis to be professional, accessible, and genuine, with a focus on understanding their needs. She aims to help each client feel welcome and build a personal relationship with them.
Outside of work, Alexis loves working out, going to the beach, going on walks, supporting Alabama football, spending time with family and friends, traveling, and finding new ways to challenge herself.
CA Insurance Number: 4347085
