PROFESSIONAL PROFILE
Tami L. Aloisa
Tami began her career as a Wealth Management Advisor with Merrill Lynch in 1995. She concentrates her efforts on providing a high level of personalized service and innovative financial solutions to a select group of individuals. Her goal is to be the go-to financial coordinator for her clients by helping them optimize and integrate all of the aspects of their financial life.
In 2002, she achieved the distinction of becoming a Certified Financial Planner™, a designation awarded by the Certified Financial Planner Board of Standards, Inc. The certification process focuses on the key concepts essential to developing a comprehensive financial plan. She also earned the recognition of being a Certified Investment Management Analyst from The Wharton School of the University of Pennsylvania in 2004. This program's focus is on the quality of consulting and the effectiveness of consultants in the managed money arena, specifically asset allocation, ethics, risk and performance measurement, investment objectives, and due diligence. She attended the State University of New York at Oswego where she received her Bachelors of Science in Marketing in 1994.
These highly sought after professional designations, along with Merrill Lynch’s global resources, provide Tami a wealth of knowledge and unique insight that help her to provide sophisticated, personalized, strategic solutions that address the complex needs of the client base she serves. Her clients enjoy the high level of personal advice and attention that her and her team deliver.
Tami and her husband Chuck, both New York natives, chose to relocate to Virginia Beach in 2004. They haven’t regretted the decision once, loving the area, the weather and the people in the community. Their son Philip was born in 2006, a true Southerner; and will be joined by a sibling in late 2009.
Cynthia Sampson
Cynthia "Cyndy" Sampson brings a wealth of experience and knowledge to The Aloisa Group as a Client Associate. She has been with Merrill Lynch for over 27 years and has extensive experience on the operational side of the financial services industry. She is a graduate from the University of Virginia with a Bachelor of Arts degree in Sociology and a Minor in Economics.
Cyndy has exceptional customer service skills that allow her to address all client needs. Her responsibilities are to supply support in all areas of administration and resolve service issues. Furthermore, Cyndy goes above and beyond these duties and acts as an advocate for our clients.
Cyndy lives in Virginia Beach, Virginia with her husband, Michael, and her two children, Michael Jr. and Chrystine.