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Jenieza Alston, MBA

Jenieza Alston, MBA

Wealth Advisor

Ramiscal Equitan Advisors

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Jenieza Alston has over a decade of experience in the Financial Service Industry. She has a Bachelor’s Degree in Business Administration with an emphasis in Accounting  and completed her MBA from Regent University. She was an accountant for a multinational company before she joined Waddell & Reed in 2008.

She strives to motivate and inspire her clients to pursue their financial goals. Her focuses include: Financial Planning, Wealth Management, Wealth Transfer, Investment Strategies, Tax Strategies, Insurance Planning, Business Succession, Employee Group Benefits and Retirement Plans.

As a female advisor in a male-dominated industry, she focused on holding herself to a standard of excellence and making a difference to the lives of her clients. Her mission is to educated and empower her clients regarding their finances. Jenieza has spoken about Finances and Retirement in different venues and events. She hosts periodic Financial Education Briefings/Seminars at no-cost (RSVP and registration required).

She served as the Community Outreach Director of the Financial Planning Association of Hampton Roads for 5 years. She also supports the Financial Fitness program of the City of Virginia Beach, where she volunteers as a coach and an instructor for their BankOn program.

She is happily married to Ervin and has two children. She and her husband serve in their church as life group leaders. One of their kids is currently serving with the United States Marines. Jenieza is a resident of Virginia Beach, VA for more than 20  years.

 

Securities and investment products and services offered through Waddell & Reed, Inc. (WRI), member FINRA/SIPC. Ramiscal Equitan Advisors, LLC is a separate entity from WRI.  Waddell & Reed is not affiliated with any other entities referenced.  06/20