Alissa utilizes a wealth management process which focuses on clients' short and long-term goals to develop solutions based upon the clients risk tolerance, time horizon, liquidity needs and overall investment goals. She provides an array of services, including investments; retirement, education, and wealth transfer planning; home financing, cash management, and insurance, including life and long term care. She utilizes the full suite of investments available at Merrill Lynch, including managed money platforms and innovative solutions such as Market Linked Investments. She also focuses on the specific needs of doctors and attorneys, including equity and deferred compensation.
Alissa began her career in the Financial services industry in 2009 and joined Merrill Lynch in 2012. She has a full team supporting her wealth management process, which includes individuals with specific backgrounds, wealth transfer, insurance,access to banking services , investments, as well as retirement and education planning.
Alissa comes from Litchfield, CT and has a BA from Skidmore College.