Alyce Zollman, CPWA®
Vice President | Associate Financial Advisor
Alyce began her career in wealth management in 2004 after graduating magna cum laude from Ball State University’s Honors College with a degree in telecommunications. She also competed on the Cardinals’ women’s tennis team, and was a three-time Academic All-American. Alyce is a Certified Private Wealth Advisor® professional. She completed her coursework for the CPWA® designation through the Yale School of Management. In addition to her financial advisory work, Alyce has provided market and economic commentary on multiple national news programs and publications, including The Wall Street Journal, CNN, The CBS Evening News with Katie Couric, and Fortune magazine. She holds the Series 7, 63 and 65 Securities Registrations, as well a Life, Health, and Long-Term Care Insurance license. Alyce also earned the Accredited Asset Management Specialist ℠ designation from the College For Financial Planning.
Alyce is involved in a number of community organizations in South Central Indiana, and serves on the board of directors of Cardinal Stage. She lives in Bloomington with her black lab/dachshund mix, Dexter.