Alisa Roth

Senior Wealth Advisor
Kansas City

Experience and Education

Alisa specializes in financial planning for high-net-worth individuals and families. She also works with multigenerational families to help ensure a smooth transfer of wealth and continuation of their family legacy. She has more than 28 years of experience as a financial advisor.

Alisa has developed an affinity for working with women who find themselves in situations including a business sale, corporate stock option, divorce, death and other life events. She enjoys helping women take control of their financial lives, providing them with tools to help them grow and succeed. Prior to joining the firm, she worked with high-net-worth families at Smith Barney as second vice president in the Wealth Management division.

She has a bachelor’s degree from William Jewell College and a master’s degree from Rockhurst University.

Accolades

Alisa has been recognized as a Five Star Wealth Manager by KC Magazine, KC Business and Five Star Professional seven times, from 2013 – 2019. Working Mother magazine and Shook Research ranked Alisa #163 out of 500 on the 2020 Top Advisors Mom List.

Personal Interests

She serves on the board of Urban Christian Academy, which provides a tuition-free, holistic education marked by academic excellence to disadvantaged Kansas City students. In her spare time, she enjoys spending time outdoors with her four children and husband, hiking, biking and also enjoys traveling.

Alisa’s Office

For the 2020 Top Advisors Mom List, SHOOK Research considered women advisors with a child 21 or younger still living at home. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Working Mother receive compensation from the advisors or their firms in exchange for placement on a ranking. For more information, see shookresearch.com. The award is not indicative of future performance and there is no guarantee of future investment success.

The Five Star Wealth Manager award is given by Five Star Professional. To receive the award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria, including registration as an investment advisory representative, employment as a credentialed professional in the financial services industry for a minimum of five years, favorable regulatory and compliant history, firm review based on internal firm standards and accepting new clients. The award is not indicative of the wealth manager’s future performance. Wealth managers do not pay a fee to be considered or placed in the final list of Five Star Wealth Managers. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or 435 Magazine. To view the full disclosure and award criteria, visit: https://www.fivestarprofessional.com/awardwinners/KCWM.

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