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Alyssa Ferraro, Client Experience Manager at Summit Wealth Partners

Alyssa Ferraro

Client Experience Manager

Alyssa Ferraro joined the Summit Orlando team in 2016. She is a graduate of the University of Central Florida with a Bachelor of Fine Arts in Graphic Design. Prior to working at Summit, Alyssa spent over a decade building an impressive resume in the areas of marketing, business development, and customer service. She has built her knowledge serving a vast array of industry types: from apparel to aviation, and now financial services. The scope of her work experience brings a fresh perspective to Summit. A self-proclaimed “design enthusiast,” she has developed a passion for powerful branding, user experience, and all facets of marketing.

As Client Experience Manager, Alyssa plays an integral role in client-facing communications and marketing for Summit. She excels in developing brand recognition with our website, client touch-points, and various types of print and presentation materials. Above all, her favorite responsibility at Summit is designing and editing The Rational Optimist newsletter. Her creative background and enthusiasm for personalization are evident in her commitment to providing world-class services and experiences to our clients.

A Passion for Personalized Experiences.

Alyssa was nominated by TD Ameritrade Institutional to participate in their Client Experience Panel for the 2020-2023 term. This panel of 32 professionals from across the country have committed to serve as the “voice” of the Registered Investment Advisor (RIA) community. They collaborate, brainstorm, and problem-solve together to produce recommendations for TD Ameritrade Institutional. Her feedback will help to help guide decisions on various services, procedures and technologies, and how to best enhance the Client Experience. As Schwab and TD Ameritrade begin to integrate, she will transition onto the Schwab Technology, Operation and Service (TOS) Board.

Forever committed to advancing her creative impact, Alyssa is a member of the American Institute of Graphic Arts (AIGA), a professional organization for design. Outside the office, she enjoys traveling and spending time with her husband and two daughters. Alyssa enjoys all kinds of outdoor activities and you can often find her biking on the trails around Central Florida. She also loves to cook for her family and friends. A talented artist, featured at the Orlando Museum of Art on multiple occasions, Alyssa enjoys finding new ways to channel her creativity.

Signed first name signature of Alyssa Ferraro, Client Experience Manager

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