“I get to know my clients and provide customized services to help them simplify their financial landscape.”
Ali utilizes a humanistic approach of custom wealth management services with each client, addressing the dynamic ways their needs unfold as life changes.
As a financial advisor, Ali works with clients to develop strategies to help them meet their financial goals and needs and to provide guidance along the journey. With over 27 years of industry experience, Ali works to help preserve and grow clients’ assets through a multi-level selection and review process driven by RBC Wealth Management’s investment advisory team and equity and fixed income research division. Through RBC Wealth Management’s vast resources, she brings a high level of service and diverse support for all her clients’ financial needs.
Ali got her start in the finance industry in 1998 at Smith Barney, which later was acquired by Morgan Stanley in 2012. After gaining valuable knowledge and helping her clients reach their goals, she decided to continue serving the people and joined RBC Wealth Management in 2024.
Financial education is the cornerstone to helping clients reach their short-term and long-term goals. Ali knows this and completed various financial designations including the Accredited Domestic Partnership AdvisorSM, Chartered Retirement Plans SpecialistSM and Chartered Retirement Planning CounselorSM designations. Ali also passed the Series 7, 63 and 65 exams.
What makes Ali unique is her clients become her family. It makes her proud and happy to witness and be part of their financial achievements and wealth accomplishments. Ali’s primary goal when working with clients is to help them increase their wealth and make them feel confident and comfortable in the process. Communication is key and it creates the foundation of a strong relationship.
Ali believes in giving back to the community and shows that by giving her time as a president, board member and volunteer since 2011 with Outreach to Pets in Need – OPIN, a community based 501(c)(3) pet rescue group providing support and programs to pets in need, helping the people who love them and working daily to help put an end to pet homelessness.
Ali and her fiancé, Randy, live in Easton, Connecticut, with their rescue family of horses, dogs, cats, parrots, chickens and ducks. Ali enjoys cooking, reading, beach going and every aspect of animal care and farm living in their daily lives.
Services include:
- 401(k) rollovers
- Retirement planning
- Wealth management
- Trust accounts
- Responsible investing
- Alternative investments
- Asset management
- Cash management
- Business succession planning
- Endowments, foundations and philanthropic services
- Corporate retirement plans and employee education
