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Alana Tallarico, CFP®

Alana Tallarico, CFP®

Financial Advisor

  • Lebanon, PA
  • Wonder Woman
  • My husband, my sisters, and my mom
  • Trust in the Lord with all your heart, and do not lean on your own understanding. In all your ways acknowledge him, and he will make straight your paths. (Proverbs 3:5-6)
  • Kindness, loyalty, and generosity

Financial Advisor

Alana Tallarico is a wealth management financial advisor based in Bethlehem, PA office.

Alana joined CAPTRUST from McQueen, Ball & Associates in 2019. She serves as a financial advisor responsible for providing technical support and analysis of financial data for purposes of designing financial plans for high-net-worth individuals and families. She is motivated by the goals of her clients to provide high quality financial advice.

Prior to McQueen, Ball & Associates she served as a performance analyst for Marquette Associates. Alana graduated magna cum laude with a Bachelor of Arts degree in economics from the Millersville University of Pennsylvania and has been in the industry since 2014. When she is not in the office or with a client, Alana enjoys spending time with her two dogs and family.

Education

  • Bachelor of Arts degree in economics from the Millersville University of Pennsylvania

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™

Memberships

  • Member, CAPTRUST Women’s Initiative
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