Alyce Phinney Cdfa®

Alyce Phinney Cdfa® Email and Phone Number

Divorce Financial Planning l Retirement Planning l Long Term Care & Life Insurance @ Argent Bridge Advisors
Alyce Phinney Cdfa®'s Location
Washington DC-Baltimore Area, United States, United States
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 Details
Argent Bridge Advisors

Argent Bridge Advisors

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Divorce Financial Planning l Retirement Planning l Long Term Care & Life Insurance
Alyce Phinney Cdfa® Work Experience Details
  • Argent Bridge Advisors
    Private Wealth Advisor And Director Of Business Growth
    Argent Bridge Advisors Jul 2019 - Present
    Vienna, Virginia, Us
  • Neiman Marcus Group
    Chanel Know It All
    Neiman Marcus Group May 2008 - Jul 2019
    Dallas, Texas, Us
  • Bloomingdale'S
    Sales Manager
    Bloomingdale'S Mar 2004 - May 2008
    New York, Ny, Us
    Golden "B" award recipient

Alyce Phinney Cdfa® Education Details

  • Ithaca College
    Ithaca College
    Psychology
  • University Of Virginia
    University Of Virginia
    Financial 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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