Alisha Priddy
For more than 20 years, I have built my career around helping people make informed decisions and achieve meaningful goals. After spending 13 years developing leadership and client service expertise in corporate America, I transitioned to financial services and have spent the past six years helping individuals, families, and business owners navigate important financial decisions with clarity and confidence.
I joined Merrill because I wanted access to the extensive resources, capabilities, and investment solutions needed to provide my clients with even greater opportunities and personalized support. My approach is built on listening first, understanding what matters most to each client, and developing strategies that align with their unique goals, values, and vision for the future.
As a lifelong learner and community-minded professional, I am committed to building lasting relationships based on trust, transparency, and genuine care for the people I serve. I believe that financial advice is most effective when it is personal, thoughtful, and tailored to each client's individual circumstances.
Whether you are planning for retirement, navigating a life transition, building wealth, or creating a legacy for future generations, I look forward to helping you pursue your financial goals with confidence and purpose.
Relationships have always been at the heart of everything I do, both personally and professionally. I enjoy getting to know people, understanding their stories, and helping them navigate important decisions with confidence.
My background in History and Psychology has shaped the way I connect with others, allowing me to appreciate the unique experiences and perspectives that influence each person's journey.
As a lifelong learner, I am always seeking opportunities to grow, expand my knowledge, and better serve those around me. I believe that curiosity, empathy, and genuine connection are essential to building meaningful relationships and creating positive outcomes.
When I'm not working with clients, you'll often find me spending time with my two Chihuahuas and my Husky, exploring opportunities to learn something new, or connecting with my community. Animals have always held a special place in my life, and the companionship, loyalty, and joy they bring are values I strive to reflect in my relationships with others.
These experiences keep me grounded and remind me that the most meaningful successes in life are built through strong relationships, trust, and purpose. I feel fortunate to work in a profession that allows me to combine problem-solving, relationship-building, and a genuine desire to help others as they pursue what matters most to them.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
