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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

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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

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