EWS Practice News: Associate Alisa Schultz Promoted to Financial Advisor

It’s our pleasure to announce that team member Alisa Schultz has been promoted to Financial Advisor.

Alisa joined Estes Wealth Strategies in 2021 as a Wealth Management Associate and has worked closely with Principal Advisor John Estes over the past 12 months to get to know our clients and help manage their investments and financial planning. As a financial advisor, she will be expanding her client servicing role, as well as starting to build her own client base. We are excited to support her growth and career development.

Alisa has 12 years’ experience in the financial services and wealth management services industry. Prior to joining our practice, she worked as a Financial Advisor for a regional bank serving clients in Maryland, DC and Virginia. She holds her General Securities Representative license (Series 7) and is a licensed life insurance and annuity producer. She received a BS in Business Administration from Old Dominion University in Virginia.

As a native of Northern Virginia, Alisa enjoys working with local clients, as well as clients all over the US to help them reach their goals. She cultivates client relationships with thoughtful listening to provide honest and knowledgeable solutions. Alisa advises individuals, families and business owners on retirement planning, financial planning, estate planning, and investment portfolio management.

Alisa lives with her husband, Alan, two teenagers, and one dog in McLean. She loves playing tennis in her spare time, as well as traveling, reading, and yoga.

Please join us in congratulating Alisa on her promotion!