Alyce Phinney
Your Partner Dedicated in your Financial Journey
Alyce Phinney
CDFA®
Private Wealth Advisor & Client Engagement Manager
Hometown:
Shrewsbury, Massachusetts
What qualities make you best at your work?
My interest and curiosity in people.
I find people fascinating and the opportunity to connect with so many interesting personalities has always fed my energy. I’m a connector by nature.
How should people think about their wealth?
Open communication is key. Be honest about your goals with yourself and your advisor, then let the money go to work and enjoy living.
How do you spend your time outside of work?
Being with my family, volunteering, gardening, and Zumba
What accomplishments are you most proud of?
Being a mid-life career changer. I returned to school part-time while working full-time and having two small children at the time. Knowing that my children are watching me and seeing that it’s never too late to take a chance on something has been the best part of this journey.
“Integrity is doing the right thing, even when no one is watching.”
Education
Ithaca College – BA in Psychology
Licenses
Certified Divorce Financial Analyst®
SIE: Securities Industry Essentials
Series 7: General Securities License
Series 66: Uniform Combined State Law Examination
Life and Health Insurance Licensed
Candidate for CFP® Certification
Affiliations
- Member of the Institute for Divorce Financial Analysts
- Member of the FPA NCA (Financial Planning Association of the National Capital Area)
- Iestment advisor representative of Osaic Advisory Services, LLC
- Registered representative of Osaic Wealth, Inc
- Member of the FPA NCA (Financial Planning Association of the National Capital Area)
- Member of the Smithsonian Women’s Committee
- Former Board Member, Camping Services – Merrimack Valley YMCA
- Co-Chair, 2025 Smithsonian Craft Show, Washington DC
Recent Insights
Cup of Joe: Markets in December
Cup of Joe: Markets in November
