
Alexandria has worked closely with the firm for almost five years. She came to Heafner Financial after managing a small chain of family-owned retail stores in the greater Charlotte area. Alex’s main duties include paraplanning with Jim Heafner, event coordination, office management, customer service, and compliance. She is ecstatic that she can wake up every day and be excited to go to work! Alex obtained her NC Life and Health License in 2015, and her favorite part of this job is the relationships she makes with Heafner Financial’s amazingly loyal clients. When she’s not at work, Alex is spending time with her husband, Morgan, her brand new baby, Addison, and close family, enjoying the lake, fishing, and relaxing.
alex@heafnerfinancial.com