Alexis Romero
Financial Advisor
Alexis Romero brings a diverse professional background and international experience to the team. She earned her Marketing degree from the University of Tampa and began her career in the technology sector with a cybersecurity company, where she spent four years in sales and leadership roles. During that time, she also lived and worked in the company’s Tel Aviv office, leading sales teams and gaining valuable global business experience.
After transitioning into financial services with Fidelity Investments, Alexis earned her Series 7, Series 63, Series 65, and 2-15 licenses and passed the CERTIFIED FINANCIAL PLANNER® certification examination in November 2025.
At Romero Investment Management, Alexis will work closely with clients to help them navigate financial decisions with clarity and confidence. Known for her warm approach and thoughtful communication style, she brings a fresh perspective to the practice while building on the firm’s long-standing dedication to trusted relationships and personalized service.
Alexis lives in Florida with her husband, Kevin, and enjoys traveling, staying active, and spending time with family.