Alyce Phinney Cdfa® Email and Phone Number
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.
Argent Bridge Advisors
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Private Wealth Advisor And Director Of Business GrowthArgent Bridge Advisors Jul 2019 - PresentVienna, Virginia, Us -
Chanel Know It AllNeiman Marcus Group May 2008 - Jul 2019Dallas, Texas, Us -
Sales ManagerBloomingdale'S Mar 2004 - May 2008New York, Ny, UsGolden "B" award recipient
Alyce Phinney Cdfa® Education Details
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Ithaca CollegePsychology -
University Of VirginiaFinancial Planning And Services
Frequently Asked Questions about Alyce Phinney Cdfa®
What company does Alyce Phinney Cdfa® work for?
Alyce Phinney Cdfa® works for Argent Bridge Advisors
What is Alyce Phinney Cdfa®'s role at the current company?
Alyce Phinney Cdfa®'s current role is Divorce Financial Planning l Retirement Planning l Long Term Care & Life Insurance.
What schools did Alyce Phinney Cdfa® attend?
Alyce Phinney Cdfa® attended Ithaca College, University Of Virginia.
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