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Wealth

Kalisse Evert

Private Client Administrator

“There is no limit to the amount of good you can do if you don’t care who gets the credit.” – Ronald Reagan

 

Kalisse joined Greenwood Capital in 2019 as the Private Client Administrator at the McBee office, where she provides day-to-day client service. She also supports the advisor team and coordinates onboarding for new accounts.

 

In her position, Kalisse values efficiency and cheerfulness in equal measure. She enjoys getting know clients individually and adapting to specific situations.

 

Originally from Alberta, Canada, Kalisse moved to Mississippi where she earned her B.A. in Communications from Belhaven University. During her time there, she interned with the Governor’s Office and helped organize programs for the First Lady of Mississippi. After graduating, she worked as a Financial Planning Specialist with another firm, before relocating to Greenville in 2017, where she now lives with her husband. Kalisse stays busy by volunteering at her church and fostering for the local animal shelter.