Alanna is a Senior Client Advisor at our firm. With a decade of experience in wealth management, Alanna is dedicated to providing our clients with integrated multi-generational estate, tax, and philanthropic planning strategies.
Prior to joining Ballentine, she worked as a Director in the Private Client Group at SCS Financial Services, where she developed tailored investment, tax, cash flow optimization, and estate planning strategies to help meet her clients’ near and long-term goals. Prior to joining SCS, Alanna worked at TwinFocus Capital as a Director of Client Advisory where she focused on next-generation engagement, multifaceted estate planning approaches, and management of complex philanthropic programs.
Alanna earned a BS in Corporate Finance & Accounting and International Studies from Bentley University, where she also went on to earn her MBA with a focus in Finance and Management. Alanna is a CERTIFIED FINANCIAL PLANNER® practitioner.
During her free time, Alanna volunteers at several charities around the city including Christmas in the City and Make-A-Wish Foundation MA/RI. She also serves as a co-chair on the Boston Foundation’s Professional Advisors Network and has been an active member and participant of the Financial Literacy Program offered at the House of Corrections by the Boston Estate Planning Council. Alanna lives in Concord, MA with her husband, Ryan, and daughter, Charlotte. She loves traveling, cooking, and watching hockey (Go Bruins!)