Alexa Meyer is with Pacific Capital Resource Group, Inc. in Bellevue, Washington. The advisers of Pacific Capital take pride in their ability to work with corporate, individual and family clients alike in seeking to provide quality advice, effective implementation, and lifelong service.
Alexa provides clients with planning for various aspects of life including: risk management, estate planning, retirement planning, college funding, investments, asset allocation, and business planning. She meets with clients personally to discuss and review their goals and objectives. She then works with a team of advisers and specialists to most accurately analyze and interpret those objectives to provide each client with a strategy that uniquely serves his or her short and long term goals. Securities and Investment advisory services offered exclusively through Hornor, Townsend & Kent, LLC.
Alexa is able to provide continuing service by meeting with her clients regularly as time goes on, maintaining and building upon a strong relationship. She monitors each plan and, when meeting with each client, reviews their situation to keep them up to date. This is designed to create a trusted bond between Alexa and her clients and helps ensures that each client’s strategy remains consistent with changing goals, objectives and circumstances.
Alexa has successfully passed her Series 7, Series 65 & Series 63 exams and holds her Washington State Life and Disability Insurance licenses. She graduated from University of Washington with a Bachelor’s degree in Business Administration with an emphasis in Finance. Alexa remains active in the UW community through her involvement in the UW Alumni Association and Gamma Phi Beta Sorority (Lambda chapter) alumnae functions. When she isn’t working, Alexa enjoys a number of different activities including boating, cooking, going to musicals and concerts and spending quality time with her family in Issaquah.