Alicia Liotta is a seasoned administrative and client service professional with more than two decades of experience in the financial services industry. Throughout her career, she has supported financial advisors and executive teams with precision, overseeing everything from compliance documentation and regulatory audits to account management and client onboarding. Known for her strong organizational skills and attention to detail, Alicia has consistently ensured the smooth operation of fast-paced offices while maintaining accuracy and confidentiality in all financial processes.

Her career has included roles at respected financial institutions where she provided vital support to advisors by managing trading activities, coordinating client meetings, and ensuring timely and accurate account maintenance. Alicia’s expertise in compliance, financial reporting, and regulatory coordination has made her a trusted resource for both her colleagues and clients. With her ability to streamline workflows and enhance client experiences, she has helped improve operational efficiency and strengthen long-term client relationships.

In addition to her corporate experience, Alicia has successfully grown and operated her own entrepreneurial venture, demonstrating her versatility and leadership beyond the financial sector. This blend of financial expertise, administrative excellence, and business ownership uniquely positions her as a well-rounded professional who brings both analytical precision and creative problem-solving to her work. Alicia’s dedication to client satisfaction and her ability to adapt to evolving business needs continue to make her an invaluable asset in the financial industry. In 2025, Alicia joined Surmanek Wealth Management as a Client Service Assistant, where she primarily works in the Staten Island office, further extending her expertise and commitment to client service.