Alishia is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing her own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the Firm's Investment Advisory Program, a Portfolio Manager may manage her strategies on a discretionary basis. She joined Merrill in 2010 after spending six years in the insurance and financial services industries. *Chartered Retirement Planning Counselor and CRPC are registered service marks of the College for Financial Planning.