Aliyah Thompson

Registered Assistant

Aliyah is a new addition to the team as of November 2020 but has background in the financial industry. She majored in Accounting and Finance and is still continuing her studies, as well as her Series 6 and 7. Her primary responsibility is the daily activity of client accounts. Some of her other responsibilities include, but are not limited to, opening accounts, attending to the needs of retirement plan participants, and handling client requests.

In Aliyah’s free time she enjoys reading, traveling, and painting.