As a Wealth Management Associate, Alisoune ensures your comprehensive financial picture is in focus. Alisoune works side-by-side with Wealth Managers and Portfolio Managers to implement aspects of your financial plan. Alisoune enjoys building personal relationships with the families we serve and understanding their short and long-term goals. She memorializes those goals and adjusts aspects of your plan as your goals shift. Her primary goal is to serve as an advocate for our clients and formulate worry-free solutions. Alisoune has a breadth of experience in the wealth management industry, having worked in client services and operations at other asset management firms and banks. In the beginni