Alexandria Nichols

Senior Advisor Associate

Alexandria joined the team in 2024 as a Senior Advisor Associate with experience in wealth management and a strong focus on high-touch client service. She supports the advisors in our Boca Raton, FL, Melville, NY, and New York City offices. As a caring professional and an integral member of the team, Alexandria is dedicated to providing personalized attention and care to each and every client.

In addition to her exceptional client service skills, Alexandria is responsible for preparing a comprehensive range of analytical reports, including complex financial planning, in-depth investment analysis, and sophisticated asset accumulation models. These reports provide our advisors with the robust tools necessary to deliver highly informed and tailored financial advice to clients.

Alexandria has a keen understanding of the intricacies involved in client asset movements and account inquiries, and she handles these and similar matters with the utmost efficiency, accuracy, and professionalism, always going above and beyond to ensure that clients’ needs are met promptly and effectively. She enjoys participating in Wealthspire’s collaborative environment where clients’ unique needs and goals are given the highest priority.

Outside of work, Alexandria can be found playing tennis, watching Formula 1, and spending time with her family and friends. Not only is she a leader in the office, but she is an excellent role model for her family members as well as for young women pursuing a path in financial planning.

Previous Experience

  • Wealth Management Specialist at GM Advisory Group
  • Wealth Planner at Tobias Financial Advisors

Education & Credentials

  • BS, The University of Georgia, Financial Planning

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.