ST. PETERSBURG, Fla. – Raymond James welcomes financial advisor Alissa Nance to Raymond James & Associates (RJA) – the firm’s employee advisor channel – in Jackson, Tennessee, according to Courtland Williams, Southeast regional director for RJA.
Raymond James is located at 534 Carriage House Drive.
Nance previously managed approximately $130 million in client assets at Morgan Stanley and now heads Alissa Nance | Raymond James, serving as senior vice president, investments and is accompanied by senior registered client service associate Becky Gordon. As part of the transition, she will join RJA’s Memphis Complex as assistant branch manager, led by complex manager Field Norris.
“Our clients are like family. Therefore, it is incredibly important to us to deliver the kind of service they need and deserve, and we felt strongly we could accomplish this at Raymond James,” said Nance. “It’s clear that client service is a top priority of the firm by the quality of resources and support it offers to local offices. I have nothing but respect for Raymond James’ values and how they treat associates and our clients.”
Born and raised in Jackson, Nance has been in the financial services industry for over two decades.
She began her career at J.C. Bradford & Co. in 1999 and in 2013 moved to a branch manager role at Morgan Stanley. She is a graduate of Union University, where she received her bachelor’s degree in business finance, as well as a Master of Business Administration degree.
Since 1999, Alissa has been helping investors through the process of pursuing their financial goals so that they can focus on the most important things in life.
With the insight and industry knowledge that come with over 22 years in the business, Alissa provides her clients the information they need to choose the most suitable investment products and services for their specific financial needs, including financial planning, retirement planning, estate planning, college planning, wealth management and more.
Alissa is a graduate of Union University, where she earned a bachelor’s degree in business finance as well as her master’s degree in business.
She and her husband, Dennis, have six children and three grandchildren. In her free time, Alissa’s enjoys spending time with her family at their activities, traveling with her husband and serving at her church.
Becky Gordon, who is originally from Medon, boasts more than 25 years of experience in the financial services industry assisting clients with their requests, needs and concerns.
She has been on Nance’s team since 1994.
Always eager to help the individuals and families the Nance team serves, Becky holds Series 7 securities licenses.
She and husband Bob have two sons and four grandsons. When not in the office, Becky enjoys time on the farm with her family.
(PHOTO: Becky Gordon (left) and Alissa Nance)
