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Alyson Mandato

Wealth Management Associate

CFS®, CAS®

Education

Bachelor of Arts Degree Finance & Business Management / University of South Carolina

Bio

While I was studying at the Darla School of Business at the University of South Carolina, I was given the opportunity to intern with King Financial Network in 2017. Good Internships are tough to come by, but at KFN I learned more about the financial industry and client care than I had in my 4 years at USC majoring in Finance. Don't get me wrong, I loved college and the range of courses honed my leadership and communication skills over those four years. However, the hands-on experience at KFN helped me to apply those teachings to real-life financial planning. Since graduating in 2020, I have now become a Wealth Management Associate at the very place I began my internship. Since becoming a Wealth Management Associate, I have obtained my CFS and CAS designations. I work directly with Jim and the partners to help prepare for client meetings and ensure that our plans are comprehensive and customized to each family. My master plan is to be a part of what makes this place so special. When I'm not working with the team at KFN, I enjoy fitness training and having a night out with friends.

Credentials

Wealth Management Associate

  • FINRA Series 7 & 66 Securities Registration

Call(732)845 -1929 Call (732) 673-8344 Email[email protected] LinkedIn Profile LinkedIn

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