Alyssa has a deep background in financial services, with over twenty-five years of experience working with high-net-worth families and business owners globally. She has supervised advisors and staff managing over $15 billion in client assets. During her 17 years at Smith Barney, which became Morgan Stanley, Alyssa held roles in both production and management. She maintains her registrations with NAMCOA® (Naples Asset Management Co, LLC®) and holds the AIF® (Accredited Investment Fiduciary®), PPC® (Pension Plan Consultant), and DACFP (Digital Assets Council of Financial Professionals®) designations.

After undergoing unexpected double bypass open heart surgery, Alyssa transitioned into her role with The Estate Registry, whose technology was awarded “Most Innovative Technology of the Year 2023” in the UK. She brings extensive experience in working with estate planning professionals and families, creating compassionate care resources that support life planning, executors, and beneficiaries.

Alyssa is a year-round resident of Sarasota, Florida, and is active in several organizations. She has served as a national and local board member of the US Committee for United Nations Women Foundation, is a supporting member of the National Heart Association Circle of Red, and is involved with CANTER, a thoroughbred rescue association, and the Association of Financial Educators (AFE).