Alan Grace CFP®, MSc, is the Director of Private Clients at Davy, where they have provided financial advice and planning since 2005. They specialize in wealth management, portfolio management, and estate planning, focusing on helping clients navigate their financial futures. Alan holds a Bachelor of Business & Legal Studies and a Graduate Diploma in Financial Planning from University College Dublin, as well as an MSc in Financial Services, all achieved with honors. Prior to Davy, they worked at Bank of Ireland Life from 2004 to 2005.
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