Team

Alice D. Burley
Senior Client Investment Advisor, Director

Alice joined SCS Financial Services in 2016 with over 11 years in the investment and wealth management business. Alice works with individual and fiduciary clients to identify and develop customized investment, tax, and estate planning strategies that meet their needs, and integrates those strategies within their broader wealth management architecture to support and achieve their long-term goals. Prior to joining SCS, Alice was Senior Vice President at Bessemer Trust, a multi-family office based in New York, where she advised multi-generational families in their Boston and New York offices.

Alice is a former Co-Chair of the Professional Advisors Network of The Boston Foundation. She is Vice Chair of the Member Involvement Committee for The Boston Estate Planning Council, a member of the Trusts & Estates Consortium, and serves as Alumni Development Representative for Milton Academy, in Milton, MA. Alice holds the Series 7 licenses, and is an honor graduate of the Cannon Trust School. She received an M.A. in Philosophy & Classical Studies from the University of St. Andrews, Scotland.