Alyson Woolbright, FPQP™

Senior Advisor Associate

Alyson works closely with Wealthspire’s Advisors, Wealth Strategists, and Family Office Accounting Team to help serve our clients at the highest level. As a Senior Advisor Associate, her role includes supporting her clients with financial planning, investment management, and thorough organization to help them achieve their goals.

Prior to joining Wealthspire, Alyson spent three years as a Wealth Management Specialist at GM Advisory Group, a boutique advisory firm. During her tenure at GMAG, she gained valuable experience in providing personalized service. She also worked in high-end retail and completed an internship with Renatus Advisors, a financial advising firm in San Juan, Puerto Rico.

Alyson has a strong commitment to service, having worked with FEMA in Puerto Rico after Hurricane Maria and volunteering in both the Dominican Republic and Costa Rica. An avid traveler, she studied abroad in Barcelona and relocated to New York City from South Carolina.

Previous Experience

  • Wealth Management Specialist at GM Advisory Group

Education & Credentials

  • BS, The College of Charleston, International Business
  • Financial Paraplanner Qualified Professional (FPQP)

 

FINANCIAL PARAPLANNER QUALIFIED PROFESSIONAL™ and FPQP™ are trademarks of the College for Financial Planning in the United States and/or other countries.

*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.