Roberta Keller, as the Chief Executive Officer and Founder of Alexis Advisors, LLC, has dedicated her career to transforming the financial advisory landscape, particularly for women and families. Since founding the firm in 2013, Roberta has leveraged her nearly ten years of experience in institutional...
Roberta Keller, as the Chief Executive Officer and Founder of Alexis Advisors, LLC, has dedicated her career to transforming the financial advisory landscape, particularly for women and families. Since founding the firm in 2013, Roberta has leveraged her nearly ten years of experience in institutional money management to create a fee-only advisory service that prioritizes holistic, intentional, and transparent financial planning. Recognizing the unique challenges faced by women and families, she has developed a suite of services that empower clients to align their financial decisions with their core values, ensuring that their investments reflect their personal and familial goals.
Under Roberta's leadership, Alexis Advisors has undertaken several key projects aimed at enhancing financial literacy and accessibility. These initiatives include workshops and seminars designed to educate clients on investment strategies, retirement planning, and wealth management, all tailored to foster a deeper understanding of financial concepts. Roberta's strategic vision has positioned Alexis Advisors as a trusted advocate in the industry, where the firm’s commitment to transparency and ethical practices sets it apart from traditional financial advisory services.
Roberta's expertise in strategic planning, management consulting, and program management enables her to guide her team in delivering exceptional client experiences. Her focus on business process improvement ensures that Alexis Advisors remains agile and responsive to the evolving needs of its clientele. As a leader, Roberta embodies the essence of “Alexis,” serving as a steadfast helper, defender, and advocate for those navigating their financial journeys. Through her work, she continues to inspire a new generation of investors to take control of their financial futures with confidence and clarity.
