Alessandra Grassi Director of Wealth Management Strategies
Services:
Alessandra Grassi is Director of Wealth Management Strategies at Grassi, where she helps individuals, families and businesses grow their wealth and discover greater financial freedom. She advises clients on insurance, cash flow planning, retirement planning and other strategies for growing and protecting their wealth.
Alessandra has more than 12 years of experience in wealth management. Previously, Alessandra was a Portfolio Assistant to 30 high-net-worth families at Deutsche Bank. She has also served as a Wealth Advisor at KBK Wealth Management, where she developed financial plans and implemented and maintained investment portfolios.
Alessandra graduated from Lehigh University with a BS degree in Business and Economics. She holds Series 7, Series 65 and Life/Accident and Health insurance licenses.