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Marsha A
Series 63, Series 66
Hempstead, NY
Fidelity
Marsha Alexis is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role she has held since 2021. Prior to this, she worked as a Dedicated Retirement Planner at Fidelity Investments from 2015 to 2021. From 2008 to 2015, she served as an Insurance Advisor at the United Nations Federal Credit Union. In her current role, Marsha focuses on understanding her clients' needs, goals, and priorities to help integrate key benefits decisions into their overall financial plans. She works with executives to utilize Fidelity's wealth planning tools to develop plans that align with what is most important to them.
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