Alyson
Lapidus

Alyson Lapidus is a Client Service Associate at Signature Estate & Investment Advisors, LLC (SEIA) and a member of Managing Senior Partner John P. Keenan’s team in the firm’s Tysons, Virginia office. She supports the team’s client-service and financial-planning work, helping create an organized and responsive experience for individuals, families, business owners, and retirement-plan clients.

Alyson helps coordinate the details that support an ongoing client relationship, including planning-related follow-up, client requests, account and service workflows, and communication across the advisory team. Her approach is centered on careful organization, clear communication, and thoughtful follow-through.

Her background in financial planning informs the way she supports clients and advisors throughout the planning process. Alyson holds eMoney Fundamentals and Holistiplan certifications, which support her familiarity with financial-planning technology and tax-planning workflows.

Alyson studied financial planning at Virginia Tech, where she was active in campus and community initiatives. She is based in Northern Virginia and supports clients through SEIA’s Tysons office.