About Us

Alexandra Morales

Alexandra’s passion for the field began in 2012 when she was accepted into Stony Brook University’s College of Business. Throughout her undergraduate career, one of the many positions she held included the role of a Marketing and Public Relations Coordinator. In this role, she oversaw a team of Marketing Interns, educating them on strategic marketing plans, and helping them reach their full potential. After earning her Bachelors of Science in Business Administration, in the summer of 2016, Alexandra transitioned into a career as a Financial Services Representative at Foresters Financial where she began to work with individual clients to help each build toward their long term financial goals. Her focus was to educate and develop personal strategic plans to ensure her clients actions were aligned with their intentions.

After extensive training, in December of 2016, Alexandra was given the opportunity to join Fortis Lux Financial, where she is part of a 5 person team with over 30 years of experience. Recognizing the need for her millennial generation to learn about overall fiscal fitness, she is excited to educate individuals for the need to start this process as soon as possible. Alexandra’s mission remains the same regarding the services she provides to her clients. Her goal is to leverage her team, while using Fortis Lux’s holistic planning approach, to enhance the client experience throughout their financial journey.

She is bi-lingual; speaking fluent Spanish and she hopes to make inroads into the Hispanic marketplace. Alexandra grew up in New York City and she is a food aficionado. Full of energy and passion for the business, her end goal is to make a positive impact in her client’s lives.

Domiciled in NY