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

Alanna Spada
Managing Director, Wealth Advisor
Prio Wealth
United States, Massachusetts, Boston
About Me
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

Kristin Bowser
Wealth Advisor
KM
Kelly Morgan
Managing Partner, Wealth Advisor, Director of Investments
Thomas Woodhouse
Managing Partner, Wealth Advisor
WD
William Dion
Managing Director, Director of Financial Planning
You Might Like
PM
Prtima MISHRA1
Software Engineer
PA TEST
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation