Alexandria Lacy

Alexandria Lacy

Alexandria Lacy

Director of Client Relations - Huntersville

The first step toward building a trusting relationship is making people feel comfortable, and Alexandria Lacy is an expert in that field. She brings an innate ability to relate well to others and excels in her ability to organize and improve outcomes. As the first person to greet visitors at Alloy’s Huntersville office, she will help set you on course to feel more secure about your financial future than when you walked in the door. Alex plays an integral role in case management and assisting with events in the Huntersville area.

Alex comes to Alloy Wealth after 14 years of experience in the healthcare industry where she worked in management positions in primary care, orthopedics, and plastic surgery. She is dedicated to helping make a difference in people’s lives. She believes that people’s physical and financial well-being are both important to their overall health and happiness.

Alex holds a Master of Public Administration degree and a Bachelor of Arts in Communication Studies, both from West Virginia University. She is a graduate of Leadership West Virginia and is a former president of the West Virginia Medical Group Management Association. When she’s not in the office, she enjoys spending time with her husband, Michael, her daughter, Eleanor, and her son Graham. Alex also enjoys traveling, watching sports (especially the West Virginia Mountaineers), and wandering the aisles of Target by herself.

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When: This is a two-night master class offered September 19 & September 21 from 6:30pm - 8:00pm each night.

The top reason baby boomers and pre-retirees attend this class is to become informed and learn things that they didn’t know about regarding retirement planning. Many of the retirement planning strategies utilized by our parents have grown outdated and may no longer be the optimal application for those seeking to retire today or in the next few years. This course compares and contrasts the older retirement paradigms versus what exists today. You will learn how to help insulate yourself from the risks of rising taxes, low interest rates, and become aware of and help avoid common retirement planning mistakes.

Insurance services offered through Alloy Wealth Management Inc. Investment advisory services offer through Alloy Wealth Holdings LLC dba Alloy Investment Management. Alloy Wealth Management Inc and Alloy Wealth Holdings LLC dba Alloy Investment Management are affiliated by common ownership. Alloy Wealth Holdings, LLC – DBA Alloy Investment Management is a state registered investment adviser in North Carolina and South Carolina, and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

The information we provide regarding tax minimization planning is not intended to, and cannot, be used by anyone to avoid paying federal, state, or local municipalities, taxes, or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change, and unique to every specific taxpayer’s particular set of facts and circumstances.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Alloy Wealth Holdings LLC – DBA Alloy Investment Management.

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