Alexis Morley

Alexis Morley Email and Phone Number

Financial Advisor | Lifetime Partner | Portfolio & Investment Educator @ Edward Jones
Alexis Morley's Location
Columbus, Ohio Metropolitan Area, United States, United States
Alexis Morley's Contact Details

Alexis Morley work email

Alexis Morley personal email

About Alexis Morley

I help people make smart moves with their money and help individuals organize, grow and protect their assets. I became a Financial Advisor because I am passionate about being in the business of helping others, and I want to give back to my clients by providing education, support and advice. I want my clients to know that they have someone else on their team that understands them, their situation and provide them with financial peace of mind.I work together with clients to understand their situation, help build unique, personalized strategies and lifetime partnerships. I’m consistently looking to make a bigger impact, with a primary focus on those that are dedicated to their financial strategy, and are willing to follow through with their plan in order to achieve their goals. You deserve to enjoy your life the way you've earned and deserved! What could you do with your life when you stop working if you knew where you stood now and what actions were available for you to take?There is nothing more important to me than what is important to you.If you’re tired of feeling anxious and ignoring your money because you have so much on your plate, call me to see if we are the right fit.Alexis.Morley@edwardjones.com614.794.08066041 S Sunbury Rd., Westerville, OH 43081/*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

Alexis Morley's Current Company Details
Edward Jones

Edward Jones

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Financial Advisor | Lifetime Partner | Portfolio & Investment Educator
Alexis Morley Work Experience Details
  • Edward Jones
    Edward Jones Financial Advisor
    Edward Jones Oct 2020 - Present
    St. Louis, Mo, Us
  • Edward Jones
    Associate
    Edward Jones Jun 2020 - Oct 2020
    St. Louis, Mo, Us
  • Ohio University Finance Department
    Risk Management And Insurance
    Ohio University Finance Department Jan 2019 - Jun 2020
    Managed the grade book of assignments and weekly class attendance for all students. In addition, I score exams for every student and work with other associates to ensure the academic success of all students. I make sure to have open communication with all students to encourage their success, both in-class and via email, in a timely manner.
  • Quicken Loans
    Mortgage Banking
    Quicken Loans May 2019 - Aug 2019
    Detroit, Mi, Us
    Completed the SAFE 20 hour required education as well as passed the SAFE exam. I am also NMLS registered. Worked along side a Director of Mortgage Banking and assisted his team. I was able to create a system that increased productivity throughout the team and in turn, helped them reach their goal for the month.
  • Quicken Loans
    Sales
    Quicken Loans May 2018 - Aug 2018
    Detroit, Mi, Us
    Assisted in the first step of the mortgage banking process. I directly spoke to over 200 clients a day and helped direct them to our licensed specialists.Completed banker trainings with other members of the Quicken Loans team. During these trainings, we were put into real life scenarios that put our skills to the test. These trainings improved our sales skills greatly and ensured we understand the refinancing process. Completed a project that was given to us by the Senior Vice President and the site leader of the Cleveland location. This project required us to audit mortgage bankers calls. Auditing these calls increased the efficiency of our mortgage bankers for the entire company.

Alexis Morley Skills

Corporate Finance Number Crunching Sales Management Financial Analysis Microsoft Excel Finance Microsoft Office Leadership Accounting Financial Modeling Customer Service

Alexis Morley Education Details

  • Ohio University
    Ohio University
    Finance

Frequently Asked Questions about Alexis Morley

What company does Alexis Morley work for?

Alexis Morley works for Edward Jones

What is Alexis Morley's role at the current company?

Alexis Morley's current role is Financial Advisor | Lifetime Partner | Portfolio & Investment Educator.

What is Alexis Morley's email address?

Alexis Morley's email address is al****@****ail.com

What schools did Alexis Morley attend?

Alexis Morley attended Ohio University.

What skills is Alexis Morley known for?

Alexis Morley has skills like Corporate Finance, Number Crunching, Sales, Management, Financial Analysis, Microsoft Excel, Finance, Microsoft Office, Leadership, Accounting, Financial Modeling, Customer Service.

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