Alice Doan joined Waverly Advisors in September 2025 and serves as Portfolio Accounting Specialist. As a Portfolio Accounting Specialist at Waverly, Alice most enjoys creating peace of mind for clients by ensuring their financial information is accurate, reliable, and well cared for. Since joining Pacific Portfolio in 2021 right after college, she has played a key role in supporting advisors with clear, precise portfolio performance and contributing to the development of personalized financial plans. She also develops and automates procedures to create smoother workflows and eliminate room for errors, strengthening the client experience. Alice is passionate about building trust through attention to detail, supporting advisors in delivering meaningful guidance, and helping clients feel confident in their financial journey.
Outside the office, Alice values the quality time she spends with her family and friends. She loves traveling, staying active through Pilates, cooking, and photography.