Alyson Woolbright, FPQP®
Senior Client Service Associate
As a Senior Client Service Associate in Wealthspire’s New York office, Alyson supports clients and their advisors with day-to-day service needs while developing a deep understanding of each family’s circumstances and priorities. With more than five years of wealth management experience, she combines strong client relationships with financial planning knowledge to help coordinate needs and carry requests through to completion. Prior to her current role, Alyson served as a Senior Advisor Associate at Wealthspire and held Wealth Management Specialist and Client Service Associate roles at GM Advisory Group. She also completed an internship with Renatus Advisors in San Juan, Puerto Rico, and has experience in high-end retail. Her background has given her particular experience in personalized client service, financial planning, and supporting complex financial relationships. Alyson earned a Bachelor of Science in International Business from the College of Charleston and holds the Financial Paraplanner Qualified Professional™ (FPQP™) designation. She has also volunteered with FEMA in Puerto Rico following Hurricane Maria and in communities in the Dominican Republic and Costa Rica.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
