Alice Leopold CRPC
Senior Financial Advisor, Merrill Lynch, Pierce, Fenner & Smith Incorporated
In addition to individuals, Alice also works with business owners through all stages of their business life cycle, from growth to maturity, by providing cash management solutions, financing for growth opportunities, succession planning, and group benefit plans.
Alice received her Bachelor of the Arts degree from Boston University, where she studied history and music. After graduate studies in European History at Harvard University, Alice pursued her true passion, the financial markets, and joined UBS in 1985.
Alice has earned the Professional Designation CRPC® (Chartered Retirement Planning Counselor SM).