Alisa Hutchins

Alisa Hutchins serves as a Client Services Specialist, meeting the needs of the clients of Rose Point Capital Advisors. She sees her primary role as that of a relationship facilitator, working to make the advisor-client relationship more personal. She strives to ensure that the experience is a positive one, built on trust and open communication.

Alisa oversees the process of account opening, from initiation to completion, ensuring that everything from funding to maintenance is handled efficiently. She also manages financial transactions, such as Required Minimum Distributions (RMDs), IRA contributions, and special distributions, all critical components in helping clients meet their financial goals.

Alisa began her financial services career in 2003 as a part-time assistant while studying to obtain her Series 7 and 63 securities registrations, Group 1 insurance license, and certification in Long-Term Care from The Corporation for Long-Term Care Certification in Newton, Massachusetts.

She is a non-producing registered representative of Cetera Wealth Services, LLC.

Registered administrative assistant of Cetera Wealth Services, LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.