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Alyce Phinney Cdfa® Email & Phone Number

Divorce Financial Planning l Retirement Planning l Long Term Care & Life Insurance at Argent Bridge Advisors
Location: Washington DC-Baltimore Area, United States, United States 3 work roles 2 schools
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Current company
Role
Divorce Financial Planning l Retirement Planning l Long Term Care & Life Insurance
Location
Washington DC-Baltimore Area, United States, United States

Who is Alyce Phinney Cdfa®? Overview

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Quick answer

Alyce Phinney Cdfa® is listed as Divorce Financial Planning l Retirement Planning l Long Term Care & Life Insurance at Argent Bridge Advisors, based in Washington DC-Baltimore Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Alyce Phinney Cdfa®.

Alyce Phinney Cdfa® previously worked as Private Wealth Advisor and Director of Business Growth at Argent Bridge Advisors and Chanel Know It All at Neiman Marcus Group. Alyce Phinney Cdfa® holds Bachelor'S Degree, Psychology from Ithaca College.

Company email context

Email format at Argent Bridge Advisors

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Argent Bridge Advisors

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Profile bio

About Alyce Phinney Cdfa®

As a Private Wealth Advisor and Director of Business Growth Argent Bridge Advisors, I bring over 20 years of luxury client service experience in developing and owning the advisor/client relationship experience within our firm. I believe in and support my firm's core values of Do Good, Create Success and Be Grateful. In my role, I help identify, develop and cultivate strong relationships with new client prospects and help deliver white glove service to our existing clients. I am a Registered Representative, Life Insurance Agent and a candidate for CFP® certification. Securities offered through Osaic Wealth, Inc. Member FINRA/SIPC. Investment Advisory services offered through Osaic Advisory Services, LLC (Osaic Advisory). Osaic Wealth and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth and Osaic Advisory.

Current workplace

Alyce Phinney Cdfa®'s current company

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Argent Bridge Advisors
Argent Bridge Advisors
Divorce Financial Planning l Retirement Planning l Long Term Care & Life Insurance
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3 roles

Alyce Phinney Cdfa® work experience

A career timeline built from the work history available for this profile.

Private Wealth Advisor And Director Of Business Growth

Current

Vienna, Virginia, US

Jul 2019 - Present

Sales Manager

New York, NY, US

Golden "B" award recipient

Mar 2004 - May 2008
2 education records

Alyce Phinney Cdfa® education

Bachelor'S Degree, Psychology

Ithaca College

Certificate Of Financial Planning, Financial Planning And Services

University Of Virginia
FAQ

Frequently asked questions about Alyce Phinney Cdfa®

Quick answers generated from the profile data available on this page.

What company does Alyce Phinney Cdfa® work for?

Alyce Phinney Cdfa® works for Argent Bridge Advisors.

What is Alyce Phinney Cdfa®'s role at Argent Bridge Advisors?

Alyce Phinney Cdfa® is listed as Divorce Financial Planning l Retirement Planning l Long Term Care & Life Insurance at Argent Bridge Advisors.

Where is Alyce Phinney Cdfa® based?

Alyce Phinney Cdfa® is based in Washington DC-Baltimore Area, United States, United States while working with Argent Bridge Advisors.

What companies has Alyce Phinney Cdfa® worked for?

Alyce Phinney Cdfa® has worked for Argent Bridge Advisors, Neiman Marcus Group, and Bloomingdale'S.

How can I contact Alyce Phinney Cdfa®?

You can use AeroLeads to view verified contact signals for Alyce Phinney Cdfa® at Argent Bridge Advisors, including work email, phone, and LinkedIn data when available.

What schools did Alyce Phinney Cdfa® attend?

Alyce Phinney Cdfa® holds Bachelor'S Degree, Psychology from Ithaca College.

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