Waukesha Investments Promotes Albarran to Financial Advisor | Whos News
WAUKESHA – Waukesha Investments, located at Waukesha State Bank, has announced the promotion of Alicia Albarran to the position of Financial Advisor.
Albarran joined Waukesha State Bank in August 2014 as a cashier and has assumed increasing roles and responsibilities over the past six and a half years. In 2015, she was promoted to Deputy Cashier Supervisor in March and Cashier Supervisor / Personal Banker in November. In September 2017, she joined the Waukesha Investments team as a sales assistant. She was promoted to Chartered Services Representative in March 2018 and in her new role as Financial Advisor.
Albarran will be responsible for providing financial advice and investment solutions that help clients to achieve their financial goals. It will provide a variety of advisory and non-advisory financial services, including financial planning, retirement planning, portfolio review, retirement income planning, long term care insurance, social security strategies, giving and estate planning, transfers and paid counseling options.
Albarran received his bachelor’s degree in finance from the University of Wisconsin-Madison. She is registered with FINRA with title registrations from Series 7, 63 and 66 in addition to being fluent in Spanish. Her and her family reside in Waukesha.