Alyssa Klein
Lovell Mann Wealth Management of Raymond James
- Role
- Sr Financial Planning Consultant at Raymond James
- Location
- New Orleans, LA, US
- LinkedIn followers
- 500 followers
About Alyssa Klein
Alyssa began her career at Merrill Lynch in 2013 after earning a Bachelor of Arts in Marketing as well as a Master of Business Administration from the University of Mississippi. In addition, she has obtained her CERTIFIED FINANCIAL PLANNER™ certification along with her Certificate in Financial Planning through the NYU School of Professional Studies. Alyssa demonstrates a passion for managing client relationships and developing customized financial strategies. She delivers a high level of care for clients, striving to anticipate their needs. She is conscientious, professional, and quick to respond to client requests while helping to make every client contact a positive experience. Alyssa utilizes her marketing and event planning skills to organize educational seminars, creating opportunities for clients to learn more about wealth management. Alyssa grew up in Mandeville and lives in Uptown New Orleans. In her free time, she enjoys exploring the city\'s thriving culinary scene.
Experience
Sr Financial Planning Consultant
Mar 2019 — Present · New Orleans, LA, US
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc, member New York Stock Exchange/SIPCCertified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board\'s initial and ongoing certification requirements.
Education
NYU School of Professional Studies
Financial Planning
2021 — 2022
University of Mississippi
Bachelor, Business Administration; Marketing
2006 — 2010
University of Mississippi
Master of Business Administration
2010 — 2011
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.