Samantha Vicchiarelli, Mba, Chfc®

Samantha Vicchiarelli, Mba, Chfc® Email and Phone Number

Associate Advisor and Financial Planner @ Alexis Advisors, LLC
Harrisburg, PA, US
Samantha Vicchiarelli, Mba, Chfc®'s Location
Richmond, Virginia, United States, United States
Samantha Vicchiarelli, Mba, Chfc®'s Contact Details

Samantha Vicchiarelli, Mba, Chfc® work email

Samantha Vicchiarelli, Mba, Chfc® personal email

n/a
About Samantha Vicchiarelli, Mba, Chfc®

Chartered Financial Consultant® Associate Advisor / Financial Planner at Alexis Advisors, an independent, fee-only wealth management firm based in Richmond, Virginia

Samantha Vicchiarelli, Mba, Chfc®'s Current Company Details
Alexis Advisors, LLC

Alexis Advisors, Llc

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Associate Advisor and Financial Planner
Harrisburg, PA, US
Website:
alexisadvisors.com
Employees:
2
Samantha Vicchiarelli, Mba, Chfc® Work Experience Details
  • Alexis Advisors, Llc
    Associate Advisor And Financial Planner
    Alexis Advisors, Llc
    Harrisburg, Pa, Us
    View
  • Alexis Advisors, Llc
    Associate Advisor / Financial Planner
    Alexis Advisors, Llc May 2023 - Present
    Richmond, Virginia, Us
    Working with clients to create personalized investment strategies that align their unique financial goals with their values. Helping clients build their wealth, protect their assets, and plan for their futures through mindful money management and ESG investments.
    View
  • Merrill Lynch
    Assistant Vice President, Business Manager
    Merrill Lynch Jul 2019 - May 2023
    New York, Ny, Us
    Assistant Vice President, Business Manager on the Mussa, Weiner, Jayne Wealth Management Team at Merrill Lynch.
    View
  • Merrill Lynch
    Registered Client Associate
    Merrill Lynch Sep 2016 - Jul 2019
    New York, Ny, Us
    Registered CA on the Mussa, Weiner, Jayne & Brooks Wealth Management Group.
    View
  • Merrill Lynch
    Intern
    Merrill Lynch Nov 2015 - Sep 2016
    New York, Ny, Us
    Cold calling, client list building, creating and distributing event invitations. Built households on wealth outlook and performed wealth outlook lifestyle continuity analysis.
    View
  • Umac Corp
    Social Media Marketing Manager
    Umac Corp Jan 2015 - Feb 2017
    Social Media and related forms of marketing manager for 3 restaurants: "Sketties"​ (formerly Obadiah's;) "Yesterday's Bar"; and "Obadiah's Seafood Market" Maintains and manages Facebook page, posts and interactions. Plans special events to be used for marketing such as a "Labor Day bash" "softball game" and draft foodball events. Takes photographs and uses them in forms of marketing. Writes press releases for restaurant opening, and advertises upcoming events.

Samantha Vicchiarelli, Mba, Chfc® Skills

Microsoft Office Microsoft Word Time Management Customer Service Teamwork Social Media Public Speaking Microsoft Excel Powerpoint Leadership Marketing Social Networking Hospitality Research Event Planning Facebook

Samantha Vicchiarelli, Mba, Chfc® Education Details

  • Stockton University
    Stockton University
    Financial Planning
  • Stockton University
    Stockton University
    Financial Planning
  • Atlantic County Institute Of Technology
    Atlantic County Institute Of Technology
    Hospitality Administration/Management

Frequently Asked Questions about Samantha Vicchiarelli, Mba, Chfc®

What company does Samantha Vicchiarelli, Mba, Chfc® work for?

Samantha Vicchiarelli, Mba, Chfc® works for Alexis Advisors, Llc

What is Samantha Vicchiarelli, Mba, Chfc®'s role at the current company?

Samantha Vicchiarelli, Mba, Chfc®'s current role is Associate Advisor and Financial Planner.

What is Samantha Vicchiarelli, Mba, Chfc®'s email address?

Samantha Vicchiarelli, Mba, Chfc®'s email address is samantha_vicchiarelli@ml.com

What schools did Samantha Vicchiarelli, Mba, Chfc® attend?

Samantha Vicchiarelli, Mba, Chfc® attended Stockton University, Stockton University, Atlantic County Institute Of Technology.

What are some of Samantha Vicchiarelli, Mba, Chfc®'s interests?

Samantha Vicchiarelli, Mba, Chfc® has interest in Economic Empowerment.

What skills is Samantha Vicchiarelli, Mba, Chfc® known for?

Samantha Vicchiarelli, Mba, Chfc® has skills like Microsoft Office, Microsoft Word, Time Management, Customer Service, Teamwork, Social Media, Public Speaking, Microsoft Excel, Powerpoint, Leadership, Marketing, Social Networking.

Who are Samantha Vicchiarelli, Mba, Chfc®'s colleagues?

Samantha Vicchiarelli, Mba, Chfc®'s colleagues are Ann Myers.

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