CoverProfile

Alanna Spada

Managing Director, Wealth Advisor

Prio Wealth

United States, Massachusetts, Boston

About Me

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 corp

View more

Profile Information

Managing Director, Wealth Advisor

Prio Wealth

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Boston

Massachusetts

United States

Aug 14, 2024

More profiles to browse

Profile Photo
Thomas Woodhouse
Managing Partner, Wealth Advisor
JB
John Bratschi
Managing Partner, Wealth Advisor
SM
Susan Mooney
Managing Director, Chief Investment Officer of Fixed Income
PS
Paul Stringer
Managing Director, Chief Investment Officer of Equities

You Might Like

PM
Prtima MISHRA1
Software Engineer
PA TEST
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management