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
Marshfield Public School PTO, Board Member/Treasurer
Boston Estate Planning Council, Member