Alexis Zuccaro CWS®, AIF®
Alexis Zuccaro is one of the founding members of Bloomfield Hills Advisory, an independently owned wealth management firm known for its exceptional investment guidance and client service. With a focus on helping individuals, executives, and business owners preserve their purchasing power throughout their lifetime, Alexis has played a crucial role in shaping the firm's success. After earning her bachelor's degree in history from Wayne State University, Alexis embarked on a diverse career journey. For ten years, she served as a General Manager, overseeing the daily operations, management team, and customer service of two independently owned restaurants. In 2015, Alexis transitioned into the financial services industry, joining Bloomfield Hills Financial. She currently holds Series 7 and 66 registrations, along with her Certified Wealth Strategist (CWS®) and Accredited Investment Fiduciary (AIF®) designations. Moreover, Alexis is licensed in Life, Health, and Variable insurance. Beyond her professional achievements, Alexis prioritizes an active lifestyle. Alongside her husband Chris and their dalmatian, Mina, she embraces fitness, reading, and travel during her free time. This well-rounded approach to life reflects Alexis's dedication to personal growth and fulfillment.
