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Alicia  Cardona

Alicia Cardona

Client Services

Alicia has been in the finance industry for the last 17 years. She spent 3 years in insurance sales for a State Farm agent. She then moved to the State Farm bodily injury claims department where she stayed for 6 years, earning her Bachelor’s degree in Finance during that time. She then spent 4 years at Charles Schwab in their Advisor Services department, and after leaving Schwab, she took a 9 month sabbatical during the early part of 2020. She then spent 6 months on contract with Bank of New York Mellon before transitioning to a Registered Service Assistant role with a Private Wealth group under Ameriprise. She is currently Series 7, 63, and 65 licensed and is looking to pursue her CFP designation within the next year.

 Alicia is a Florida native, and currently lives in Orlando with her husband, two teenage sons, and two cats. She spends her free time sewing, reading and gardening. Her family likes to enjoy the outdoors by going on nature hikes and SCUBA diving.