Basic Information
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Company
Edward Jones -
Phone
4076780658 -
Mobile phone
4076875553 -
Email
alia.rea@edwardjones.com -
Describe How You Would Like To Be Introduced Via Email
My initial consultation is complimentary and confidential. I can meet in-person or via Zoom. Our first discussion will be focused on discovery. My goal is to understand what is most important to you.
You may copy me on an email introduction and I will reach out to the client within 24 business hours. -
What is your "why"? Why do you do what you do?
My "why" is my family and my community. I want to be a resource and light for the people I love. Being a financial advisor fulfills my servant-heart and has allowed me to lead as a volunteer in the Greater Orlando area. -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
- Do you enjoy partnering with professionals to seek advice?
- If you currently work with a Financial Advisor, are you satisfied with their service?
- Are you looking for a long-term partnership with a community and business leader? -
About me
As a financial advisor, what's most important to me is understanding what's most important to you. Connecting with you and getting to know your purpose is what truly drives me. Whether your purpose is family, finances, health, charity, etc., I want to know!
I am blessed to be surrounded by the most inspiring individuals that have shaped me into who I am today. I met my husband, Nick, through a peacemaking non-profit. He now serves as a teacher in Volusia County. My mom also serves as a teacher and has been with Seminole County for 20 years. Like my husband and mom, I am passionate about education and helping others. I strive to provide financial literacy for my community.
While I get my kind spirit from my mom, I get my work ethic and perseverance from my dad who grew up in India and moved to the U.S. in his twenties. He is now a financial advisor with Edward Jones, and I chose to follow in his footsteps. I deeply admire the way he has changed lives in the community, and I want to continue that legacy.
I was raised in Winter Springs and then attended the University of Florida (GO GATORS!), receiving a Bachelor of Science in information systems. Returning to Central Florida was important to me because of my family and the great community I grew up in. To promote prosperity in my local community, I currently serve as the president of the Casselberry Chamber of Commerce.
I strongly believe in professional development. I have proudly earned the CRPS™ designation, and I am always looking for new ways to improve my knowledge and skill set to better serve my clients.
When I am not out in the community, Nick and I enjoy traveling, indulging in world cuisine, practicing yoga, spending time with our rescue cats, Lilo and Miso, collecting plants and volunteering.
My team, comprised of Kaitlin, Evonne and myself, are dedicated to truly understanding what is most important to you and your family. We use an established process to partner with our clients throughout their life and help them stay on track to reach their financial goals.
We would be honored to partner with you and your family for all your financial goals! We invite you to reach out to our office at 407-678-0658 or email me at alia.rea@edwardjones.com. -
Profession
Financial Advisor -
Hobbies and interest
Yoga, running, travel, good food, mystery novels, spending time with my husband, Nick and my two rescue cats, Miso and Lilo -
Website
EdwardJones.com/alia-rea
Contact Information
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City / Town
Maitland -
State
FL -
Zip
32751 -
Country
United States -
Facebook Business Page URL
Facebook.com/EJAdvisorAliaRea -
LinkedIn Profile
http://linkedin.com/in/alia-rea
Education
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College / University
University of Florida