Alissa Smith

Alissa Smith joined the Mayflower team in May 2021 as a Client Relationship Manager. Alissa draws upon a wealth of experience to bring thorough and detailed service to her clients. 

Alissa began her career with Fidelity Investments in the equity research division for 15 years, 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 joining 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 bachelor’s degree in Business with a minor in Spanish. She currently resides in Boston’s historic North End.

Industry Accreditations & Affiliations

Cannon Financial Institute Trust School Level I