Serving San Francisco and the East Bay

Member Profile

Alexandra (Lexi) Davis, Morgan Stanley Wealth Management

Alexandra (Lexi) Davis

Alexandra (Lexi) was born in Michigan, but has lived in California since 1994. She holds a bachelor’s degree from the University of California, Los Angeles, where she graduated magna cum laude with a degree in business economics.

Lexi, a financial planning specialist who holds the Chartered Advisor in Philanthropy® (CAP®) designation, has been working with Morgan Stanley Wealth Management since 2009. In 2013 and 2014, she was named to the firm’s Pacesetter’s Club.

She currently resides in San Francisco, where she enjoys being active in her community. Lexi is a board member of Spark, a national nonprofit that provides apprenticeships to disadvantaged youth. Lexi has also served as treasurer of the Dougherty Valley San Ramon Rotary Club and vice president of the Taiwanese Junior Chamber of Commerce.

In her free time, she enjoys international travel, dinghy sailing, swimming, and yoga.

Why did Lexi join FWSF? "I moved to San Francisco about a year and a half ago, and wanted to better connect with successful women in my new community. I joined FWSF to expand my network, learn from other women in finance, share insights, and make friends. I hope to make quality personal and professional connections with great financial women, and help to support other young women in their careers."

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