For several years, Alyssa has delivered wealth strategy and investment services to ultra high net worth clients. As a Wealth Strategist, Alyssa assists in addressing all facets of multi-generational wealth including cash flow planning, estate planning, wealth transfer planning, financial planning, philanthropy, and next generation education. She is also involved in investment strategy and portfolio reporting to optimize client portfolios.
Prior to joining NewEdge Wealth, Alyssa was a Senior Wealth Strategy Associate at UBS. Alyssa graduated from the University of Florida, earning both a B.S. and M.S. in Finance. She is also a CERTIFIED FINANCIAL PLANNER™. In her spare time, Alyssa enjoys traveling and learning new languages, as well as baking.
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