Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Find your advisor
Filters 1

Find a financial advisor

Based on your filters

firm logo

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.

Retirement income strategy General retirement planning Wealth management Exec comp design Liquidity event planning Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")