Alyce Phinney Cdfa® Email & Phone Number
Who is Alyce Phinney Cdfa®? Overview
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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.
Email format at Argent Bridge Advisors
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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.
Alyce Phinney Cdfa®'s current company
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Alyce Phinney Cdfa® work experience
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Chanel Know It All
Alyce Phinney Cdfa® education
Bachelor'S Degree, Psychology
Certificate Of Financial Planning, Financial Planning And Services
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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