Alicia has worked in the finance industry since 2005, and brings a wide range of skills and experience to the team. She has Series 7, 63, and 65 licenses, and has a bachelor's degree in Finance from University of Phoenix.
She works closely with Perreda to handle all of our Wealth Management clients requests, ensuring accurate processing while maintaining a pleasant and upbeat attitude. Her goal is to build a relationship with each client during each interaction so she can better understand and anticipate his/her needs.
Alicia is a Florida native, and currently lives in Orlando with her husband, two sons, and two cats. She spends her free time sewing, reading and working in her vegetable garden.
Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.