Alicia Powers

,AAMS®

Senior Client Service Specialist

Alicia is responsible for scheduling and preparing annual reviews for clients, preparing client paperwork, including new account and transfer forms, and acting as a liaison between the firm’s wealth management team and the custodians’ client service departments

What do you enjoy most about working at Modera?
The camaraderie, culture and sense of family that I feel with both colleagues and clients.

When you’re not working you’re…
Spending time with family, particularly my daughter Keegan and son Donovan. When I am not with my family or challenging the kids to some hockey or hoops outside, I enjoy reading, cooking and playing guitar.

Where did you grow up? Where do you live now?
I grew up in Boston and have recently moved to Salem, NH. While my heart will always be in and with Boston, Salem is proving to be a wonderful community that my kids and I absolutely adore.

What’s a destination in the world that you aspire to visit?
Domestically, I would love to drive clear across the country, zig-zagging into as many different places as I can to experience all of the wonderfully unique regions that help make us who we are as a whole. As far as my bucket list goes, I would love to visit Pompeii as well as the Colosseum.

Articles by Alicia Powers

Professional Designations

Accredited Asset Management Specialist®

Education

University of Wisconsin

University of Massachusetts

Subscribe Now

If you are not a current client but would like to receive pertinent information about how we help people like you, please sign up now. We will send you helpful content and webinar invitations. Thanks for your interest!