Alessandra Grassi Director of Wealth Management Strategies
Services:
Alessandra Grassi is the Director of Family Wealth Strategies at Grassi. She empowers individuals, families, and businesses to grow their wealth while unlocking greater financial freedom. With a focus on personalized financial solutions, she provides expert guidance on insurance, cash flow planning, retirement strategies, and wealth protection to help clients achieve long-term financial success.
With over 12 years of experience in wealth management, Alessandra has developed a deep expertise in crafting tailored strategies for high-net-worth clients. Before joining Grassi, she served as a Portfolio Assistant at Deutsche Bank, where she supported 30 high-net-worth families. Alessandra also held a position as a Wealth Advisor at KBK Wealth Management, where she was responsible for designing comprehensive financial plans, as well as implementing and managing investment portfolios.
Alessandra graduated from Lehigh University with a Bachelor of Science in Business and Economics. She holds Series 7, Series 65, and Life/Accident and Health insurance licenses, further underscoring her dedication to providing clients with the highest level of service and expertise.