Alexa Hladick is a wealth management financial advisor based in Lake Success, NY.

Alexa joined CAPTRUST in 2023 and works with financial advisors and the clients to create holistic financial plans that fit their unique needs and lifestyle.

She is a seasoned financial planner, drawing from a wealth of experience gained at Oppenheimer & Company, Centurion Wealth Management, and The Colony Group. With a focus on comprehensive financial planning, Alexa specializes in guiding individuals and families through pre- and post-retirement strategies, tax optimization, estate planning, education funding, cash flow management, and employee stock options planning. Currently, she is diligently preparing for the 2024 CERTIFIED FINANCIAL PLANNER™ exam.

Alexa was born and raised in New Jersey and has recently relocated to Long Island. Outside work, she enjoys spending time with her family and her puppy Riley, beach days, and traveling to visit her family and friends.