Client Care Specialist
Alison Lee joined Silicon Valley Wealth Advisors in November 2016. Before joining the group she was an administrative assistant with Waddell & Reed. In her role as Client Services Associate she manages all aspects of interaction and follow-up with clients, and is committed to keeping the rest of the team sane and productive.
Alison is a native of Santa Clara, CA. In her spare time she enjoys music of all genres, and anything related to design. She is deeply dedicated to her church, friends, and family.