Aleeda Pico serves as Director of Operations at Legacy Wealth Group, where she plays a critical role in ensuring the firm operates with precision, efficiency, and an exceptional standard of client service. With more than three decades of experience in the financial services industry, Aleeda oversees many of the operational systems and processes that support both the advisory team and the families the firm serves.
Aleeda manages a wide range of core operational responsibilities, including account administration, money movement, client reporting, estate processing, transfers, and complex documentation management. She works closely with advisors to coordinate client needs and ensure that requests are handled accurately, efficiently, and without delay. Known for her organization, attention to detail, and proactive follow-through, Aleeda helps maintain the high level of service and reliability that clients expect from Legacy Wealth Group.
Prior to joining the Legacy team in 2010, Aleeda spent 12 years with Edward Jones Investments as a Senior Branch Office Administrator, where she developed extensive experience in branch operations and client service. She has also served as a commissioned Notary Public since 1997.
Through her leadership in operations and her deep industry experience, Aleeda helps ensure that Legacy Wealth Group delivers a seamless, organized, and responsive client experience.
