Toni Alba

Toni Alba is a U.S. Army combat veteran, Army Commendation Medal recipient, and wealth management professional with more than a decade of industry experience. She brings the discipline, integrity, and attention to detail developed during her military service to her role as a Senior Client Service Associate. Known for her proactive approach and commitment to building trusted relationships, Toni assists with complex financial transactions, account operations, and client service. Her bilingual capabilities and strong organizational skills help ensure clients receive responsive, personalized support and a seamless service experience.

Outside of work, Toni is the proud mother of four children, including a daughter with special needs. Her experiences as a parent have strengthened her empathy, resilience, and commitment to advocating for others. These qualities also influence her approach to client service, helping her build meaningful relationships with clients and their families while providing thoughtful and compassionate support.