Designations and Licenses
She holds life and health licenses in Connecticut, New Jersey and New York.
Experience and Education
Alicia focuses on new business development for Mariner Wealth Advisors. She has nearly 15 years of experience in both the retail and wholesale areas of the financial services industry. Most recently, she served as a senior regional business consultant at Symmetry Partners and as national director of business growth and development at Kestra Financial.
Previously, Alicia was an agency sales director at MetLife, where she focused on business growth strategies for her team of financial advisors. Alicia also has experience as a senior sales consultant at MainStay Investments. She began her career as a financial advisor at Waddell & Reed in Hartford, Connecticut, where she provided fee-based financial planning to clients.
Alicia has a bachelor’s degree in economics with a minor in business administration from the University of Connecticut. Alicia has served on the board of directors for the Financial Planning Association of New York City.
She is involved in the New York-based organization Strengthening the Advisor Community. Alicia and her husband reside in lower Manhattan and she is involved with its growing residential community. On weekends, you can find her strolling the city and dining on various cuisines. She and her husband enjoy all types of fitness including hiking and biking outdoors. Alicia is most passionate about travel and enjoys remote destinations where she can learn about and celebrate local culture.