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

WD
William Dion
Managing Director, Director of Financial Planning
KM
Kelly Morgan
Managing Partner, Wealth Advisor, Director of Investments
PS
Paul Stringer
Managing Director, Chief Investment Officer of Equities
Profile Photo
Thomas Woodhouse
Managing Partner, Wealth Advisor

You Might Like

RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC