Welcome to Monte Financial Group, LLC, Alyssa Rice! We are excited to have Alyssa join the team as a Client Service Associate in our Wealth Management division. In this role, Alyssa will be supporting our Wealth Advisors by responding to client inquiries, completing client onboarding and account maintenance tasks, and developing quality relationships with your custodians. She will also contribute to firm-wide initiatives that aim to enhance the client’s experience and ensure the highest standards of service are met. Alyssa earned her Bachelor of Science in Finance and Management from Sacred Heart University in May 2024, followed by her Master’s degree in Finance & Investment Management in May 2025 from the same institution. We’re looking forward to the future and thrilled to have Alyssa on board. Welcome to the team!

08/11/2025

Welcome Alyssa to the MFG Team!

Welcome to Monte Financial Group, LLC, Alyssa Rice!

We are excited to have Alyssa join the team as a Client Service Associate in our Wealth Management division. In this role, Alyssa will be supporting our Wealth Advisors by responding to client inquiries, completing client onboarding and account maintenance tasks, and developing quality relationships with your custodians. She will also contribute to firm-wide initiatives that aim to enhance the client’s experience and ensure the highest standards of service are met.

Alyssa earned her Bachelor of Science in Finance and Management from Sacred Heart University in May 2024, followed by her Master’s degree in Finance & Investment Management in May 2025 from the same institution.

We’re looking forward to the future and thrilled to have Alyssa on board. Welcome to the team!

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