Alexis Cervone, FPQP®

Alexis Cervone, FPQP®

Operations Manager

Alexis C. Cervone FPQP® brings a robust blend of academic achievement, professional dedication, and a passion for helping others to her role as Operations Manager at Educo Advisor Group. With a bachelor’s degree in both Finance and Economics from Slippery Rock University, Alexis has laid a solid foundation for her career in the financial industry. Her journey began with a clear sense of purpose, driven by her innate desire to make a meaningful difference in people’s lives.

In addition to her paraplanning duties, Alexis’ skillset will also lend itself to executing administrative duties with precision and efficiency. Whether it’s scheduling appointments, meticulously recording meeting notes, or spearheading the financial planning process through Educo’s signature program “ELEVATE,” Alexis consistently demonstrates her commitment to excellence.

Beyond her professional pursuits, Alexis is unwavering in her dedication to personal growth. Currently studying for her CFP® designation, she exemplifies a proactive approach to career advancement and expertise development. Outside the office, Alexis finds joy in caring for her feline companion, Ace, in her current residence of Washington, PA.

Alexis embodies the values of Educo Advisor Group, always conducting herself in an ethical manner, continuous self-improvement while educating others, and transparently enjoying the ride. Her journey reflects not only her ambition but also her genuine desire to empower others through financial education and guidance. As she continues to evolve in her role, Alexis is poised to make a lasting impact on the lives of her clients and colleagues alike.