Marzano Capital Group – Alyssa Wells: Master of Details

photo by CARRIE ALLEN

The first smiling face you’ll probably get acquainted with at Marzano Capital Group in Clemmons is Administrative Manager – and coordinator of countless details – Alyssa Wells.

While she’s busy with a daily to-do list that encompasses a wide range of duties, Alyssa is always a constant bright force around the office and couldn’t be more thankful for the family-like atmosphere that makes Marzano Capital so respected in the community.

Friendly and personable, Alyssa stresses how important it is to make clients feel comfortable from the first moment they join the group and throughout every step of the process.

“We, as a team, feel like family, and they feel that way, too!” says Alyssa. “A client may come in stressed, but then they feel so much more at ease after meeting with one of our advisors.”

A member of the Marzano Capital team for the past six-and-a-half years, Alyssa loves the balance of her administrative role – which includes payroll, accounting, insurance, commissions, greeting clients at the front desk and acting as a liaison for all the company’s marketing efforts.

“Every day is certainly different,” she explains. “But interacting with clients is what I love!”

Alyssa arrived at the company with no official financial background, but with plenty of customer service experience she had garnered working with her dad in sales. That compassion to go the extra mile for clients is what she also feels sets the Marzano group apart.

“It’s always a team effort around here,” she explains. “Clients are going to eventually meet and work with our entire team, because there is always someone here to help. When clients call, it’s very likely that whoever answers the phone already knows a good bit about them and their situation.”

“The beauty of a smaller firm is that we go above and beyond for every client, just as a family would. We aren’t only focused on the financial aspect of our client relationships,” says Alyssa. “Many clients comment that we don’t make them feel like a ‘small fish’ and we don’t talk over them in complicated terms. They really appreciate that. We want to help anyone and everyone!”

As a working mom, Alyssa is grateful for that “family first” mantra. Alyssa makes her home in Lewisville, with her husband, Jonathan, and almost three-year-old son, Jackson

Her career is a healthy balance of administration and customer care, including impeccable communication, organization and promotion, making every Marzano Capital Group client feel right at home.

The Marzano Capital Group is located at 2625 Neudorf Road, Suite 400 in Clemmons, 336.766.0464. Learn more about their professional financial services and down-to-earth client care at marzanocapitalgroup.com. Office hours are Monday through Thursday 8:30 a.m. – 5:00 p.m. and Friday 8:30 a.m. – 4:00 p.m.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and Marzano Capital Group are separate entities from LPL Financial.

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