Planning & Client Operations
Client Relationship Manager
Alissa Smith joined Mayflower Advisors in May 2021 as a Client Relationship Manager.
Alissa draws upon a wealth of experience to bring thorough and detailed service to her clients. She started her career and spent 15 years with Fidelity Investments in the equity research division, serving as an assistant to some of the largest mutual fund managers. After Fidelity she worked as an Associate Client Advisor at Bessemer Trust in Miami, FL providing high net worth clients with proactive, highly personalized advice across Investment Management, Wealth Planning, Client Tax, and Family Office Services. Prior to Mayflower, Alissa worked as a Client Service Associate for a Westwood, MA based RIA where she oversaw the day-to-day activity in client accounts and maintained client relationships.
Alissa is a New Hampshire native and graduate of Saint Anselm College in Manchester, NH where she earned her B.A in Business with a minor in Spanish. She currently resides in Boston’s North End.