Alice Li

Client Service Associate

Alice serves as a Client Service Associate in the firm’s Potomac, MD office, functioning as a first point of contact for clients and helping to complete ongoing tasks for the advisor team.

Before joining the team, she worked for several years as a client service associate for The Colony Group and as a financial and business analyst for T and T Consulting Service, Inc.

Born and raised in China, Alice moved to the U.S. in early 2015 and currently lives in Reston, VA with her dog Moon, a 3-year-old Pembroke Welsh Corgi. Outside of the office, she enjoys reading, traveling, and spending time with friends.

Previous Experience

  • Client Service Associate at The Colony Group

Education & Credentials

  • MS, George Washington University, Financial Mathematics
  • BS, East China Jiao Tong University, Accounting
  • Series 65 license

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.