Synergy Wealth Solutions
Alisha Agnew is an experienced investment specialist currently working at Synergy Wealth Solutions, where responsibilities include executing trades and managing client portfolios in line with investment objectives. Prior to this role, Alisha served as a financial services representative at Charles Schwab, assisting clients in resolving various issues and enhancing their overall experience. Alisha also completed a financial services internship at Charles Schwab, where customer service skills were refined and the Securities Industry Essentials Exam was passed. Alisha holds a Bachelor of Science degree in Personal Financial Planning from the University of Missouri-Columbia, where studies were conducted from 2019 to 2022, and has held prior positions in customer service and cashier roles.
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Synergy Wealth Solutions
Synergy Wealth Solutions was built upon the idea that the combined efforts of our dynamic team are greater than the sum of each individual part. We offer our clients the unique opportunity to leave a lasting legacy by providing holistic and comprehensive solutions, while offering premier products and the highest value of service. Our firm is committed to delivering excellence through our collaborative culture and innovative strategies. Since 1851, in partnership with MassMutual, our firm has been providing our clients with the resources to protect their future. Our team of over 150 financial professionals provides strategic financial solutions more than 62,000 clients every day. Trust • Integrity • Excellence • Teamwork • Service Licenses and disclosures: https://www.synergywealthsolutions.com/licenses