Charissa brings extensive wealth management experience to her role as Relationship Manager, with a background spanning full-service brokerage, investment advisory services, and practice management. She earned a Bachelor of Business Administration in Finance from the University of Iowa and holds FINRA Series 7 and Series 66 registrations.
Drawing on her diverse professional background, Charissa helps support the firm’s commitment to delivering a high-quality client experience. She works closely with clients and advisors to facilitate communication, coordinate service needs, and help ensure a seamless experience throughout the client relationship. Her client-focused approach enhances the depth of the team and reinforces the firm’s commitment to responsive client service.
Outside the office, Charissa supports the Naples Therapeutic Riding Center and enjoys practicing yoga and playing tennis. She especially values spending time with her son and daughter. Among her proudest personal accomplishments is completing the New York City Marathon.
Charissa brings extensive wealth management experience to her role as Relationship Manager, with a background spanning full-service brokerage, investment advisory services, and practice management. She earned a Bachelor of Business Administration in Finance from the University of Iowa and holds FINRA Series 7 and Series 66 registrations.
Drawing on her diverse professional background, Charissa helps support the firm’s commitment to delivering a high-quality client experience. She works closely with clients and advisors to facilitate communication, coordinate service needs, and help ensure a seamless experience throughout the client relationship. Her client-focused approach enhances the depth of the team and reinforces the firm’s commitment to responsive client service.
Outside the office, Charissa supports the Naples Therapeutic Riding Center and enjoys practicing yoga and playing tennis. She especially values spending time with her son and daughter. Among her proudest personal accomplishments is completing the New York City Marathon.
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