Alycia McDonald


Client Services Specialist
Operations Manager

Alycia has 6+ years of experience in the Finance Industry. She began at Charles Schwab in 2014, where she earned her Series 7, 63, 9 & 10. In 2017, she began working at TD Ameritrade as an Institutional Relationship Manager. In 2018, she joined the TD Ameritrade Institutional Trade Desk as a Trading Specialist.

When her Army husband got orders to move to Louisiana, she wanted to continue working in the industry and became a virtual Client Service Specialist for Financial Advisors. She moved from San Diego, CA to Lafayette, LA with her husband and four (LARGE) dogs! She is so excited to join our team and use her variety of experience to provide excellent client service!