Ms. Alexis Swann
Vice President of Wealth Management
Wachovia Bank
600 Thimble Shoals Boulevard
Newport News, VA 23606
Tel: 757-591-5840 Fax: 757-591-5820
Email: alexis.swann@wachovia.com
Professional Profile
Alexis is a Vice President and Managing Director for Wachovia Wealth Management in the Eastern Virginia region. She manages a team of experienced specialists to offer financial planning, trust and estate services, investment management, brokerage, insurance, mortgage and customized credit solutions to professional firms, affluent and high net worth clients and their families.
Alexis has been affiliated with Wachovia for 12 years and has gained a wealth of knowledge throughout her career with Wachovia as a Branch Manager, Commercial Credit Analyst and Relationship Manager. Her expertise in the financial services industry includes 4 years with the Virginia State Lottery as an Account Manager and Budget Analyst.
Education
Old Dominion University, Professional Financial Planner,
August 2003
College of William and Mary, Masters of Business Administration,
May 1993
Howard University, Bachelors of Business Administration,
May 1988
Professional Certifications and Designations
Foundation for Financial Planning
Life and Health Insurance License
Civic and Community Service
Member of the Wachovia Wealth Management Diversity Council
Board Member for Habitat for Humanity, Treasurer (Past Vice-President)
Board Member of Christopher Newport University Luter School of Business Advisory Board
Member of the Business Coalition Think Tank
Volunteer with Sixth House Community Center
Guest Speaker at the 2005 Black Expo
In my spare time I am a tutor, a Member of an Advisory Board and keep active in my church
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