Alexandria Heath

Alexandria Heath

Client Relationship Manager

Alexandria joined Hastie Financial Group in September of 2017. As the Client Relationship Manager, Alex coordinates appointments for private wealth management clients as well as 401(k) participant and trustee meetings.

Alex also processes client requests and ensures they are completed, she assists the Operations coordinator in ensuring tasks are completed that are aimed at maintaining the highest level of service to our clients.
 
Alex graduated Hartnell Community College with her Associate’s Degree in 2017 and has since started working on her Bachelor’s Degree at Columbia Southern University. In her free time Alex enjoys reading, hiking and traveling.