Anisha Lonon

Hi, I'm Anisha.

I work remotely as the Administrative Assistant at Success Wealth Management. If you have scheduled a meeting with our office, received paperwork from us, or needed something tracked down, there is a good chance I was the one behind it.

Most of my career has been spent in roles where accuracy and discretion were the job. I spent five years as Administrative Assistant to the President of Valrico State Bank, later CenterState Bank, managing the executive calendar and preparing materials for the Board of Directors, the Directors' Loan Committee, and the Executive Committee. I handled confidential correspondence and the president's records, and I supported the bank through internal audits and FDIC examinations. That work taught me how much it depends on records being complete, accurate, and easy to find when someone asks for them.

Before the bank, I spent 10 years as Office Manager at an advertising agency in Brandon, where I managed client billing, accounts payable and receivable, vendor contracts, and the office's daily operations.

What I bring here is follow-through. Financial planning generates a steady stream of paperwork, deadlines, and small details, and my job is to see that none of it gets lost. If your question requires your advisor, I will get it to him quickly. If it is something I can take care of myself, I certainly will!