Administrative Specialist, Cambridge Source Office Assistant, Marketing
Through a partnership with our independent broker-dealer, Cambridge Investment Research, Inc., we
have access to a team of virtual office assistants who allow us to spend more time with our clients by
taking on more administrative tasks. Alexis Adam has been a part of the Cambridge Source Office
Assistant Team since January 2022. Alexis assists financial professionals with account management,
reporting and planning, communication, and client management. She currently lives in Agency, Iowa,
where she enjoys hunting, fishing, and spending time with her dog, Bailey.