goodrich

Alison M. Goodrich, CFP®

Private Client Advisor

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, Operations & Trading Associate

2003-2006
State Street Bank & Trust, Portfolio Administrator

Other Associations

Invest in Girls, Mentor

CFP Board, Mentor

Financial Planning Association Member

Coach, Marshfield Youth Soccer