Profiel
Ms. Alexis Houlihan is a Wealth Management Advisor at Godsey & Gibb, Inc. She joined the firm in 2017 as a Portfolio Manager before assisting our clients as an Financial Planning Advisor and now a Wealth Management Advisor.
Ms. Houlihan has previous financial services experience as a Financial Analyst at a regional investment advisory firm.
She majored in Finance at Virginia Tech, and completed the CFP Certification Education Track which involved completion of a wide range of finance-related courses at Virginia Tech, including tax planning, investment planning and retirement planning.
Eerdere bekende functies van Lexi Houlihan
| Bedrijven | Functie | Einde |
|---|---|---|
Godsey & Gibb, Inc.
Godsey & Gibb, Inc. Investment ManagersFinance Godsey & Gibb takes calculated risks that align with the client’s risk profile to help their investments grow. The firm focuses on a goal-oriented and risk-averse investment strategy using hand-selected companies and balanced portfolios managed in-house. | Portefeuillebeheerder-Aandelen | 01-01-2022 |
Opleiding van Lexi Houlihan
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| Bedrijven in privébezit | 2 |
|---|---|
Godsey & Gibb, Inc.
Godsey & Gibb, Inc. Investment ManagersFinance Godsey & Gibb takes calculated risks that align with the client’s risk profile to help their investments grow. The firm focuses on a goal-oriented and risk-averse investment strategy using hand-selected companies and balanced portfolios managed in-house. | Finance |
Virginia Polytechnic Institute & State University
Virginia Polytechnic Institute & State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















