Phylicia brings over 10 years of financial industry experience to Fairport Wealth, having previously performed key roles such as Investment Service Specialist, Executive Assistant, and Compliance Coordinator. As a member of the client service team, Phylicia assists our advisors with day-to-day operations, which includes the processing of account paperwork, preparing client meeting materials, and providing our clients with an individualized service experience.
Prior to joining Fairport, Phylicia served as an Investment Service Specialist at Skylight Financial Group in Cleveland, OH, where she assisted advisors with questions, business, paperwork, case resolution, tracking, and escalation. She earned her bachelor's degree in social work from Ashland University in 2010.
Phylicia resides in South Euclid, Ohio with her family. She enjoys taking her two children to and from their many activities and adventures. Phylicia also enjoys reading, cooking, & spending time with friends and family.