Alice Leopold CRPC
Senior Financial Advisor
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Alice began her career in the financial services in 1985, and joined Merrill Lynch in 2011. Her wealth management practice includes strategies for wealth accumulation, wealth preservation, and wealth transfer. Leveraging a Total Wealth Management Process, Alice incorporates the disciplines of goal-setting, asset allocation, portfolio construction and management, liability management, tax minimization, estate planning, and trust services.

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).