portrait of Alexa S Humphries

About Alexa

As a financial advisor, I approach my role with positive energy, enthusiasm and a desire to understand what is important for each client. Using an established process, I work to gain an understanding of each unique situation and offer appropriate solutions. I've always strived to be a lifelong learner and earned the CERTIFIED FINANCIAL PLANNER™, or CFP®, certification in 2022, granted by the CFP Board. The CFP® certification has expanded my knowledge base in the following areas: Financial management, Tax−sensitive investment strategies, Retirement savings, Insurance planning, Education planning, and Estate considerations. In addition to the education and examination components of...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Wealth Strategies
  • Charitable Giving
  • Estate & Legacy Strategies

Work History

  • Edward JonesApril 2010 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Oklahoma Christian UniversityMaster of Business Admin

Team Members

  • Mary Mathison
    Sr. Branch Office Administrator
  • Robin Miller
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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