Alicia joined Raymond James in 2003 after obtaining a Bachelor's Degree in Business Management from Cornerstone University. She currently holds life and health insurance,variable annuities and securities licenses (Series 7, 63 and 65). Alicia is also a Financial Paraplanner Qualified Professional, enabling her to assist clients with trading needs, portfolio management, retirement planning and investment research. She loves helping clients define and establish a plan for reaching their financial goals, allowing them to focus on what really matters to them. Alicia lives in Grand Haven with her husband, Mike, and their son, George. When she’s not at the office, she enjoys reading good books, traveling, and gardening.
Alicia A. Tatu, FPQP™ Senior Investment Portfolio Associate