We are an experienced team of holistic advisors collaborating with investment and risk managers to support every aspect of our clients’ unique financial goals.
ADVISORY TEAM MEMBER
Alicia Wall is an Associate, Wealth Analyst at Round Table Wealth Management. She is responsible for assisting with day-to-day client needs as well as providing financial planning and investment management analysis and support to the firm’s Wealth Advisors.
Alicia is a graduate of Colby College with a B.A. in American Studies. She completed the Financial Planning certificate courses at New York University and passed the CERTIFIED FINANCIAL PLANNER™ certification exam in 2017. Alicia loves writing and enjoys Zumba and salsa dancing in her free time.