Alison Pyott Email & Phone Number

Partner @ Veris Wealth Partners, LLC

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Alison Pyott Location

Portsmouth, NH, US

Alison Pyott Work

2025 - now Partner @ Veris Wealth Partners, LLC
2015 - 2025 Partner | Senior Advisor @ Veris Wealth Partners, LLC
2020 - 2022 Chief Client Service Officer | Partner | Senior Impact Wealth Manager @ Veris Wealth Partners, LLC

2019 - 2019 Interim Chief Operations Officer | Partner | Senior Impact Wealth Manager @ Veris Wealth Partners, LLC
2011 - 2015 Senior Wealth Manager @ Veris Wealth Partners, LLC
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2007 - 2011 Client Service Manager @ Veris Wealth Partners, LLC
2004 - 2004 Trip Leader @ Backroads
1994 - 2001 Customer Service and Project Manager, John Hancock Funds and Signature Services @ John Hancock Financial Services
2004 - 2007 Director Client and Shareholder Services @ Citizens Advisers
2001 - 2004 Director Community Impact @ United Way of the Greater Seacoast

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Alison Pyott Education

Merrimack College
Certificate (Financial Planning)
2006 - 2009
UNH Peter T. Paul College of Business and Economics
BS (Hotel Administration)
1988 - 1992

Alison Pyott Skills

Wealth Management
Gender Lens Investing
Financial Planning

Sustainable Investing
Strategic Financial Planning
Impact Investing
Socially Responsible Investing
Life Planning
Investments
Mutual Funds

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Alison Pyott Summary

Alison Pyott, based in Portsmouth, NH, US, is currently a Partner at Veris Wealth Partners. Alison Pyott brings experience from previous roles at Veris Wealth Partners. Alison Pyott holds a 2006 - 2009 Certificate in Financial Planning @ Merrimack College. With a robust skill set that includes Wealth Management, Gender Lens Investing, Financial Planning, Sustainable Investing, Strategic Financial Planning and more. Alison Pyott has 2 emails and 1 mobile phone numbers on RocketReach.

Alison Pyott Emails

Found 2 emails

Alison Pyott Phone Numbers

Found 4 phone numbers

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Alison Pyott

Client Service Manager at Veris Wealth Partners, LLC

Portsmouth, NH, US
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