Lexi Houlihan

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Finance

Consumer Services

Profilo

Ms. Alexis Houlihan is a Wealth Management Advisor at Godsey & Gibb, Inc. She joined the firm in 2017 as a Portfolio Manager before assisting our clients as an Financial Planning Advisor and now a Wealth Management Advisor.
Ms. Houlihan has previous financial services experience as a Financial Analyst at a regional investment advisory firm.
She majored in Finance at Virginia Tech, and completed the CFP Certification Education Track which involved completion of a wide range of finance-related courses at Virginia Tech, including tax planning, investment planning and retirement planning.

Precedenti posizioni note di Lexi Houlihan

Società	Posizione	Fine
Godsey & Gibb, Inc. Godsey & Gibb, Inc. Investment ManagersFinance Godsey & Gibb takes calculated risks that align with the client’s risk profile to help their investments grow. The firm focuses on a goal-oriented and risk-averse investment strategy using hand-selected companies and balanced portfolios managed in-house.	Gestore di Portafoglio-Azioni	01/01/2022

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Aziende private	2
Godsey & Gibb, Inc. Godsey & Gibb, Inc. Investment ManagersFinance Godsey & Gibb takes calculated risks that align with the client’s risk profile to help their investments grow. The firm focuses on a goal-oriented and risk-averse investment strategy using hand-selected companies and balanced portfolios managed in-house.	Finance
Virginia Polytechnic Institute & State University Virginia Polytechnic Institute & State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services