Alyssa delivers a quality level of operational and administrative service to our clients. Always helpful and highly knowledgeable, her ongoing priority is to build strong and trusting relationships with our clients, and to ensure they enjoy an extraordinary client experience.
Alyssa also supports the business operations of our team, rebalances accounts and provides assistance to the financial advisors in monitoring accounts. She holds the Series 7 and 66 securities licenses.
Her duties also include account trading, overseeing workflow, monitoring daily cash flow and incoming funds, and assisting clients with account-related questions.
Before joining Raymond James in September 2015, Alyssa was a Family Partner at Owen’s & Associates and a Women’s Advocate at Friendship Home. She earned her bachelor’s and master’s degrees from the University of Nebraska.
Originally from Omaha, Nebraska, Alyssa lives in Lincoln with her husband, Chris, and children, Noah and Eva. In her free time, Alyssa enjoys walking her dogs, reading and spending time with her family.