Alessandra Grassi Director of Wealth Management Strategies
Services:
Alessandra Grassi is the Director of Family Wealth Strategies at Grassi. She empowers individuals, families and businesses to grow their wealth and unlock greater financial freedom. With a focus on personalized financial solutions, she provides expert guidance on insurance, cash flow planning, retirement strategies and wealth protection to help clients achieve long-term financial success.
With over 12 years of experience in wealth management, Alessandra has developed a deep expertise in crafting tailored strategies for high-net-worth clients. Before joining Grassi, she served as a Portfolio Assistant at Deutsche Bank, supporting 30 high-net-worth families. Alessandra also served as a wealth advisor at KBK Wealth Management, where she was responsible for designing comprehensive financial plans and implementing and managing investment portfolios.
Alessandra received her Bachelor of Science in business and economics from Lehigh University. She holds Series 7, Series 65 and Life/Accident and Health insurance licenses, further underscoring her dedication to providing clients with the highest level of service and expertise.