Alyssa is dedicated to helping us provide an exceptional client experience. She is committed to helping educate and inform our clients throughout their financial journey, while working to make their lives easier.

She assists clients with check, wire and money movement requests, address changes, and all things related to their accounts, including answering questions and processing account updates. Alyssa also greatly assists our team with many essential administrative duties.

Before joining our team in March 2023, Alyssa was a Senior Fee Based Associate at Raymond James Corporate Office and a Senior Registrations Associate at Raymond James Corporate Office.

Alyssa is originally from Dunedin, Florida and now lives in Newberry, Florida with her son, Caiden. When not in the office, Alyssa enjoys teaching her son new sports, going to sporting events, visiting local breweries and kayaking.