With over 22 years of financial services experience, Alicia brings deep experience in wealth management and financial planning to her role as a Private Wealth Manager. Her career journey reflects consistent growth and achievement.
At Fidelity, Alicia distinguished herself by transforming an underperforming advisory team into the regional leader. Earlier in her career, as Assistant Vice President of Client Management at Bank of America, she utilized a holistic approach to financial planning that integrated both banking and investment solutions.
Alicia's commitment to comprehensive client care is reflected in her credentials as both a Certified Financial Planner™ (CFP®) and Certified Divorce Financial Analyst™ (CDFA®). This dynamic combination of experiences enables her to guide clients through complex life transitions with sophisticated wealth management strategies and specialized divorce financial planning.
Beyond her professional achievements, Alicia demonstrates leadership in her community through active involvement with the Birmingham Bloomfield Newcomers Club, a diverse women's non-profit organization. As President, she drove significant membership growth and continues to serve on the executive committee, supporting the organization's mission of connecting women from around the world.
Alicia holds a BBA in Marketing from the University of North Texas. Her client-first philosophy, coupled with decades of experience navigating various market cycles, positions her as a valued advisor who helps clients build confidence in their financial future.
Office: 248-457-4550
Text: 248-206-0905
Email: aschonberger@upstreamip.com