About Me

Alice Marquardt, CFP®

Managing Partner
Financial Advisor

As a member of the Pintler Wealth Management Group of Wells Fargo Advisors Financial Network, Alice is on a team of dedicated and experienced financial professionals whose mission it is to serve others and build trusted relationships.

A Montana native, Alice was raised in a family of a World War II veteran that struggled financially in Missoula and the Bitterroot Valley. After receiving her B. A. in Interpersonal Communications from the University of Montana, her upbringing inspired her to further develop her interest in holistic planning and earn the CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner professional designation.

Alice loves all that Montana has to offer; friendly communities, great people, and enjoying the beautiful outdoors. She has two children that currently reside in Montana. In her free time, Alice can most often be found exercising, walking the river trails, and spending time with family and friends. Alice also sits on the Providence Montana Health Foundation Board.

Alice began working in the financial services industry in 2009 and looks forward to the opportunity to assist you in developing a comprehensive investment plan to help you achieve your life’s goals. Alice is Series 7 and Series 66 registered, and insurance licensed. In addition to ongoing continuing education requirements, she recently obtained the CERTIFIED FINANCIAL PLANNER™ designation. The CFP® certification identifies individuals who have met the experience and ethical requirements of the CFP® board, have successfully completed financial planning coursework and who have passed the certification examination covering the financial planning process, retirement and employee benefits, investments, tax planning and management, risk management and estate investment planning. Alice really enjoys the strong and holistic financial relationship we share with our clients.