Senior Client Associate
Alexandria has over five years of experience in client service and financial operations, supporting high-performing teams across domestic and international markets. She has developed strong expertise in working with Ultra-High-Net-Worth individuals and families throughout Latin America (LATAM), with a particular focus on building meaningful, long-lasting client relationships.
Known for her professionalism, attention to detail, and composure under pressure, Alexandria supports financial advisors with precision and care, coordinating complex client onboarding, managing operational processes, and ensuring a seamless experience at every touchpoint. Fluent in English and Spanish, she thrives in dynamic environments where teamwork, adaptability, and strong communication are key.
Alexandria earned her Bachelor of Science in Criminal Justice with a Minor in Business Administration from Florida International University.
Passionate about giving back to the community, she is a proud supporter of Best Buddies, an organization that supports individuals with disabilities, an involvement inspired by her personal connection as a sister to someone with special needs.
DM Wealth Management Group is the “doing business as entity” through which Cristina Mendez, Zoraida Diaz, and Debra Tyler, investment professionals (“IP”) of Insigneo Securities, LLC (“ISEC”) and Insigneo Advisory Services, LLC (“IAS”) conducts securities and advisory activities DM Wealth Management Group is not itself a broker dealer or an investment advisor and is not under common ownership with ISEC or IAS. Insigneo Financial Group, LLC comprises a number of operating businesses engaged in the offering of brokerage and advisory products and services in various jurisdictions. Brokerage products and services are offered through Insigneo Securities, LLC, a broker-dealer registered with the U.S. Securities and Exchange Commission (“SEC”) and member of FINRA and SIPC. Investment advisory products and services are offered through Insigneo Advisory Services, LLC, an investment adviser registered with the SEC. Insigneo has affiliated companies in different locations, so it is important to understand which entity you are conducting business with. Please visit "https://insigneo.com/legalentities" for more information about the differences between these companies, their locations, and what that means for you.
Investing involves risk, including possible loss of principal. Past performance is not indicative of future results. Please consult your Investment Professional for any recommendation regarding your specific financial situation.
Click on the following links to view ISEC Reg BI Client Relationship Summary (“Form CRS”) and IAS Form ADV Part 3 CRS.
The following content is provided by Insigneo, the firm through which DM Wealth Management’s investment professionals offer brokerage and advisory services. Visit insigneo.com to learn more.