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Women in Finance: Interview with Giselle Alexander

Meet the next generation of financial leaders. On this episode of Sound Money Theory, Partner Alix Kusler talks with one of our 2025 scholarship recipients, Giselle Alexander, about her journey as a woman entering the finance industry.

In This
Episode

Alix Kusler, CWS®

Partner

Alix serves as partner and portfolio manager at Southwest Investment Advisors. She builds long-term relationships with clients and develops financial plans and strategies that allow clients to “outsource the worry” to the SIA team so that they can live the lives they want to live, knowing that their money is in good hands. As portfolio […]

Imporant Information

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All investing involves risk, including loss of principal.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification and asset allocation do not protect against market risk.

Giselle Alexander is not endorsed by or affiliated with LPL Financial or Southwest Investment Advisors.

Investing includes risks, including fluctuating prices and loss of principal. Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price. International investment involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. Investment in real estate and commodities may be subject to risks including illiquidity, lack of diversification, and sensitivity to economic, political, or regulatory developments.

Prior to making an investment decision, please consult with your financial advisor about your individual situation.

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