Alexa Punturo

As Director of Business Development and a general securities registered representative, I have the unique opportunity to work alongside my father while helping families gain clarity and confidence around their financial lives. What keeps me motivated every day is guiding clients toward their goals, whether that's building wealth, planning for retirement, or simply feeling more secure about the future.

My role combines client service with business growth. I assist with developing financial plans, managing the onboarding process, and ensuring our clients have a smooth experience from day one. I also focus on building strategic relationships with CPAs, estate attorneys, and other centers of influence, while contributing to our marketing initiatives and overall business strategy.

Finance has always felt like a family calling for me. Growing up, I witnessed firsthand the hard work and dedication my dad poured into building his CPA and wealth management firm. What struck me most was how deeply he cared about his clients, not just their finances, but their hopes, fears, and dreams. I remember visiting his office as a kid and being inspired by the trust clients placed in him during some of their most important life moments.

Even as a child, I always had a strong desire to help people feel okay, whether it was family, friends, or anyone who needed support. Those early experiences taught me that finance isn't just about numbers, it's about helping people find confidence and peace of mind. Throughout my life, I noticed how many smart, successful people felt overwhelmed about their finances, and that's when it really clicked: this wasn't just a career opportunity, but a way to help people achieve genuine security and clarity.

I come from a family deeply rooted in finance. My sisters, Kristina and Victoria, are also in the industry, each making their mark in different areas. Being surrounded by conversations about markets, planning, and strategy from a young age gave me a strong foundation and natural curiosity for this field. Working in this entrepreneurial environment allows me to grow, innovate, and create something meaningful while making a real impact on the families we serve.

Outside of work, I prioritize spending quality time with family and friends. Being around the people I care about most keeps me grounded and energized. I'm passionate about wellness and make it a priority to take care of my physical and mental health through regular workouts, long walks in nature, and mindfulness meditation. One of my favorite ways to unwind is relaxing in the sauna. It helps me reset and stay balanced in both my personal and professional life.

I'm proud to serve on a committee for the Long Island Alzheimer's and Dementia Center, where we organize an annual Casino Night to raise funds for families impacted by these conditions. This cause is incredibly close to my heart, and I believe it's vital to support those facing these emotional and financial challenges. I'm also an active member of the NextGen Committee for the Melville Chamber of Commerce, which focuses on creating opportunities and support networks for young professionals. I believe it's important to foster leadership and connection among the next generation of our business community.