As a Wealth Advisor, Alanna works with professionals and families to develop customized financial solutions to meet their ever-changing priorities. At Prio Wealth she provides thoughtful investment and wealth advisory solutions appropriate for each client’s financial and investment goals by incorporating lifestyle, philanthropic, gifting, estate, and tax planning strategies. She is also a member of the Investment Committee.
Alanna has been in the financial services industry for 20 years. Prior to joining Prio Wealth in 2019, Alanna was a Senior Wealth Manager at BNY Mellon Wealth Management. During her 19 year tenure at BNY Mellon, Alanna spent time as a financial analyst in the corporate finance group, a planning manager in Wealth Management, and as a Senior Wealth Manager working with families.
She is a graduate of Salem State University with a Bachelor of Science in Business Administration, completed her MBA from Bentley University, and is a CERTIFIED FINANCIAL PLANNER™. She is a Board Member of the Jason Hays Foundation and a Member of the Finance Committee for Generations, Inc.
Alanna’s personal priorities are spending time with her husband and two children in North Reading, Massachusetts. She also enjoys being outdoors, skiing, and an occasional ride on her Peloton.