Alden Witman

Senior Account Manager

Alden joined Adviser Investments in May 2019 as a senior account manager. He earned his Accredited Wealth Management Adviser^SM (AWMA®) designation in 2015 and CERTIFIED FINANCIAL PLANNER™ designation in 2016. Alden is passionate about the financial planning process and works directly with clients to review financial plans, manage relationships and ensure that all service needs are executed seamlessly. He started his career in the financial services industry with UBS in 2012 before moving to The Harvest Group as a wealth management adviser. Alden graduated from Quinnipiac University in 2004 with a B.S. in economics and currently lives in Wrentham, MA with his wife, Stephanie.