Alicia's passion for financial planning comes from her desire to help clearly define achievable goals and then realize them for our client's, individuals and business owners alike. As an Investment Management Consultant and Financial Advisor, Alicia discusses client needs and wants, then implements and monitors investment portfolios to help achieve their goals. Alicia brings a comprehensive set of skills and education to the team. Additionally, she oversees the branch operations.
Prior to transitioning to Raymond James Financial Services in 2005, Alicia worked as a Human Resources Coordinator at Jostens Printing and Publishing.
Alicia holds Series 7, 66 and life insurance licenses. She is an Austin Peay State University graduate. Alicia continued her education by completing course work in Business Management at Bethel College, the Raymond James Institute of Investment Management Consulting and the Raymond James Insurance Group. She is also a state of Tennessee notary public*.
A native of Clarksville, Alicia lives here today with her husband Ron and daughter, Sarah Beth. In her free time, she enjoys reading, fishing, watching her daughter play golf and going to the movies with her family. Alicia is a member of the Park Lane Church of the Nazarene.
Series 7, General Securities Representative License; Series 66, Uniform Securities Agent / Investment Advisor Representative; Life Insurance License; Investment Management Consultant
*Notary services are not provided by Raymond James.