Carissa Aliaga-Mbulo

Throughout her career in financial services, Carissa has utilized her compassion, attention to detail and dependable nature to ensure clients are provided the dedicated service they deserve. She approaches each client request or question with a positive attitude and conscientious manner.She also greatly assists our financial advisors and plays a key role in preparing reports, processing documents and handling administrative duties.

Before joining our team in March 2026, Carissa was a senior client service associate at Raymond James, a branch office administrator at Edward Jones and an executive administrative assistant at UBS.

Originally from Queens, New York, Carissa lives in Riverview with her husband, Gabriel, and children, Karina and Diego. In her free time, Carissa enjoys traveling and discovering new places.