Alanna Morey, CFP®, APMA®

Digital Marketing Consultant

Alanna is a Private Wealth Advisor with Siena Wealth Advisory Group (SWAG), a private wealth advisory practice of Ameriprise Financial. She joined Dynamic Directions in 2021 as a Digital Marketing Specialist. Alanna has been with Ameriprise for over 10 years. She ran both operations and marketing for SWAG prior to becoming a Financial Advisor. She continues to create innovative marketing campaigns that include unique events and advisor videos to make her team stand out. Alanna lives in Naples, FL with her fiancé Eric and their golden retriever Wrigley. She enjoys reading, cooking, running, and CrossFit.

BRINGING RESULTS TO YOUR PRACTICE
Alanna has been coaching advisors with SWAG Consulting since 2017. Her experience on both the operational and client facing sides of the business have made her perspective invaluable to clients. She
specializes in developing custom marketing and social media plans and systematizing advisor practices for optimal efficiency. She knows how to get results:

SWAG SOCIAL MEDIA STATS:
Connections: 7,899 (Industry avg: 811)
User Engagements: 2,170
Average Engagement Rate: 17.6% (Industry avg: 0.81%)
Average Posts per Month: 31

GET EXPERIENCE ON YOUR SIDE
Let Alanna provide the framework to develop a custom marketing and social media plan for you and create referable moments for your clients!

To schedule a complimentary consultation with Alanna, contact us or call her at 239.325.1874.

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