Alison M. Goodrich, CFP®

Private Client Advisor

Tel: (617) 368-3816
agoodrich@anchorcapital.com

Education

St. Anselm College, B.A., Business Administration, 2003

Boston University, Financial Planning Certificate, 2016

Certified Financial Planner, 2018

Professional Background

2013-Present
Anchor Capital Advisors LLC

2011-2013
Palmer Dodge Advisors LLC, Senior Portfolio Administrator/ Trader

2006-2011
Anchor/Russell Capital Advisors LLC, Client Service Trader

2003-2006
State Street Bank & Trust, Portfolio Administrator

Other Associations

CFP Board Mentor

Financial Planning Association Member

Coach, Marshfield Youth Soccer

Recent Updates