Alexa Livadas, CFP®
Financial Advisor
Direct:
(440) 835-6771(440) 835-6771
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
As a Financial Advisor with a CFP® designation, Alexa focuses on comprehensive financial planning with her clients which encompasses retirement planning, tax-efficient investment planning, estate planning strategies and assessing their life insurance needs. She applies her experience and extensive training to develop customized plans that address their increasingly complex needs while creating a roadmap to help them achieve their goals and feel more confident about their financial future.
Alexa received a Bachelor of Science degree in Finance from the Farmer School of Business at Miami University in Oxford, OH. Immediately after graduation, she began her career in financial services and has accumulated over 10 years of experience in the industry. Alexa joined Morgan Stanley from Wells Trecaso Financial Group located in Akron, OH. Prior to this, she was a Registered Client Associate at Merrill Lynch for seven years. During her tenure at Merrill Lynch, she worked directly with Steven Rini and Kelly McCollum.
Alexa comes from a big, Greek family. She and her husband, Bobby, love spending time with their families, hiking in the Metro parks with their dogs (Tucker and Bosko), finding new restaurants, traveling the country and exploring the many treasures of Northeast Ohio. She also enjoys staying active with Orange Theory Fitness classes, and is a member of the Annunciation Greek Orthodox Church in Akron, OH.
Securities Agent: OR, IN, NV, ME, MD, KY, TX, NC, MI, MA, OK, GA, FL, IL, CA, OH, DC, CO, AZ, NY, TN, PA; General Securities Representative; Investment Advisor Representative
NMLS#: 1483110
Alexa received a Bachelor of Science degree in Finance from the Farmer School of Business at Miami University in Oxford, OH. Immediately after graduation, she began her career in financial services and has accumulated over 10 years of experience in the industry. Alexa joined Morgan Stanley from Wells Trecaso Financial Group located in Akron, OH. Prior to this, she was a Registered Client Associate at Merrill Lynch for seven years. During her tenure at Merrill Lynch, she worked directly with Steven Rini and Kelly McCollum.
Alexa comes from a big, Greek family. She and her husband, Bobby, love spending time with their families, hiking in the Metro parks with their dogs (Tucker and Bosko), finding new restaurants, traveling the country and exploring the many treasures of Northeast Ohio. She also enjoys staying active with Orange Theory Fitness classes, and is a member of the Annunciation Greek Orthodox Church in Akron, OH.
Securities Agent: OR, IN, NV, ME, MD, KY, TX, NC, MI, MA, OK, GA, FL, IL, CA, OH, DC, CO, AZ, NY, TN, PA; General Securities Representative; Investment Advisor Representative
NMLS#: 1483110
Securities Agent: TN, CO, AZ, NY, WI, WV, WA, PA, OR, IN, UT, NV, ME, MD, KY, TX, NC, MI, MA, HI, SC, OK, GA, FL, IL, CA, OH, DC; General Securities Representative; Investment Advisor Representative
NMLS#: 1483110
NMLS#: 1483110
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
159 Crocker Park Blvd
Ste 460
Westlake, OH 44145
US
Direct:
(440) 835-6771(440) 835-6771
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact Alexa Livadas today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
