Alice M. Winters

Vice President, Senior Registered Client Administrative Manager

 

Alice joined Steward Partners in 2021 as a Senior Registered Client Administrative Manager and Partner. Alice brings a wealth of knowledge of the financial industry after almost 20 years in the business.

She began her career in 2005 as a Financial Advisor with MetLife where she specialized in working with teachers and the parents of disabled children helping them plan for retirement. Later, she transferred to SunTrust Bank as a licensed banker where she assisted clients in growing and protecting their assets by helping to develop a plan for them. Alice transitioned to Wells Fargo, as a Client Associate and Regional Support Specialist. There she not only supported several financial advisors and their clients but was a leader, trainer, and a great resource to other assistants and management.

At Steward she is a key point of contact for clients and is always striving to ensure a positive client experience as she handles day-to-day administrative, operational, and trading needs in a timely and accurate manner. Clients rely heavily on Alice’s in-depth knowledge and experience as do her Financial Advisors.

She grew up in Florida where she graduated from the University of Florida. She is married with one son. She loves to take hikes or relax on the beach, preferring the Caribbean where you can see what you are swimming with. She also enjoys Karaoke, dancing and tasting new wines at the local wineries in Virginia.