Alexa Hladick

Senior Associate | Financial Planning

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Biography
Education & Other Highlights
Location(s)

Alexa Hladick is a wealth management financial advisor based in Lake Success, NY.

Alexa joined CAPTRUST in 2023 and works with financial advisors and the clients to create holistic financial plans that fit their unique needs and lifestyle. Before joining CAPTRUST, she worked at The Colony Group in Babylon, New York as an Associate Wealth Advisor providing investment and financial planning services to business owners, entrepreneurs, high-net-worth individuals, and their families.

Alexa holds a Bachelor of Science degree in Business Administration from Christopher Newport University and is actively preparing for the 2024 CERTIFIED FINANCIAL PLANNER™ exam.

Alexa was born and raised in New Jersey and has recently relocated to Long Island. Outside work, she enjoys spending time with her boyfriend Alec and their puppy Riley, beach days, and traveling to visit her family and friends.

Education

  • Bachelor of Science degree in business administration from Christopher Newport University

Resources

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