Associate Wealth Advisor
Alyssum Malone brings both customer service and financial industry experience to her role as an associate wealth advisor at Buckingham Strategic Wealth. She enjoys working closely with clients and getting to know their most important goals to help create holistic financial plans that align with their values and needs for the future.
Her goal is to provide attentive service to each and every client, answering questions with care, providing guidance and objective advice, and ensuring clients understand their options before making decisions.
Before joining Buckingham in 2018, Alyssum served as a financial planning associate at Strasbaugh Financial Advisory. Previously, she worked at investment firm T. Rowe Price, answering 401(k) participants’ questions and service requests. Alyssum earned a bachelor’s degree in psychology from the University of Colorado at Boulder and holds the Series 65 license.
Alyssum is an avid traveler and studied abroad in Florence, Italy, during college. In her free time, she enjoys spending time with her husband and their two dogs. She loves baking, swimming and reading.