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Alanna M Morey, Private Wealth Advisor serving the Naples, FL area - Ameriprise Advisors

Alanna M Morey

CFP®, APMA®

Private Wealth Advisor

Managing Director
Siena Wealth Advisory Group
10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Sustainable and Responsible Investing
  • Women's Financial Strategies
  • Cash Flow Management Strategies
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Family Finances
  • Retirement Income Strategies
  • Insurance

Interests

· Originally from Rochester, NY, I now live in Naples, FL with my fiance Eric and our Golden Retriever, Wrigley

· My relationships are very important to me--I love spending time with my close family and friends

· I love to cook and try out new recipes in the kitchen

· Fitness is a passion of mine--I enjoy CrossFit, biking and running. Exercise helps me to clear my mind and stay present

· I also enjoy reading and listening to podcasts--true crime, history and current events are a few favorite genres of mine

Awards & recognition

  • Ameriprise Client Experience Award, 2020, 2021
  • Ameriprise Circle of Success, 2021

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bachelor of Business Administration, Marketing, Hofstra University. Hempstead, NY.