Alisa Hutchins serves as Client Services Specialist meeting the needs of the clients of Financial Advisor Jay Oliver. Alisa facilitates and schedules meetings, client reviews, account reporting and client service requests.
Alisa sees her primary role as one of a relationship facilitator working to make the financial advisor/client relationship a more personal one. She strives to insure that the experience is a positive one built on trust and open communication. “Our goal is to build long-term trusted relationships.”
Alisa holds her Series 7 and 63 securities registrations and her Group 1 insurance license. She began her financial services career in 2003 after many years as a stay at home Mom. Alisa continues her financial education by attending many industry schools and conferences including the Morningstar Investment Conference, Ed Slott’s IRA school and the Harry Dent Demographic School. She is a non-producing registered representative of Cetera Advisor Networks LLC