Alexis Atkinson, Client Service Associate
Alexis was born and raised in Tampa, Florida where she graduated from Saint Leo University with a Masters of Business. While pursuing her graduate degree, she was integral in the startup success of Benzer Pharmacy as their Marketing Coordinator. Her self-starter personality and creativity led the way at Benzer for successful B2B interactions as well as a deep involvement in the one-on-one customer experience.
In 2017 “Lexi”, as she prefers to be called, brought her skills and expertise to Accurate Advisory Group. Her duties include everything from monitoring and servicing money movement between client accounts to reporting and maintaining daily communication with both clients and advisors. She uses her creativity and organization to bring fresh ideas and new methods to the table, all while bringing a positive impact to the workplace.
Lexi has a passion for traveling and experiencing new cultures. In addition, she loves spending time with her two bulldogs Moose and Leo: taking them hiking, to the beach or even just discovering new local dog parks as often as possible.
If you would like to learn more about Accurate Advisory Group or would like to schedule a complimentary, no-obligation consultation, please contact us today!
Local: (813) 994-0984
Toll Free: (866) 241-8078
Fax: (813) 907-6738
2211 Ashley Oaks Circle
Wesley Chapel, FL 33544