Alicia has been with Equitable since December of 2019. She helps clients accumulate, protect, and distribute their wealth. Her focus is on comprehensive financial and retirement planning, along with tax-efficient investing. Working on a team of advisors with decades of experience, they are dedicated to developing tailored financial strategies to assist clients in achieving their unique goals. Enthusiastic about promoting financial literacy and empowering individuals to make informed investment decisions.
Before starting her career as a Financial Advisor, she attended The Pennsylvania State University majoring in Health Policy Administration, minoring in Business. After college she worked at The Johns Hopkins Hospital in Baltimore, Maryland, in the Patient Safety Department. Working directly with hospital executives and directors, Alicia received in-depth insight on the operations of all Hopkins facilities.
Beyond finance, Alicia enjoys spending time with friends and family, reading a good book, traveling the world and staying active through weight training and Pilates. She is committed to bringing a fresh perspective to financial well-being and building connections in both professional and personal spheres.