New York Life, Maitland FL
Alan Spivey from New York Life

Alan Spivey

New York Life

About Us

I got into financial services because of the people in my life who didn't have anyone in their corner when it mattered most.
I'm a husband and dad to three girls, and we're part of a Tampa Bay homeschooling co-op that I genuinely love. I work every day with families making intentional choices, women building businesses on their own terms, and communities that look out for each other.

For over two decades I've worked across bankruptcy, fintech, wealth management, and financial planning. Today, alongside my work at New York Life, I'm developing a real estate fund and serving on the board of a community development corporation. I care about building wealth pipelines in communities that don't always have access to them.

What I actually do: I help individuals, families, and business owners get a real plan in place that includes protection, income strategy, long-term financial structure, and increasing your net retirement income without the pressure or the confusing jargon. I work especially well with women entrepreneurs, families navigating big transitions, and minority-owned businesses that deserve the same quality of financial guidance as anyone else.

If you want a financial partner who listens first and genuinely has your back, I'd love to connect. You can book a free 30-minute introductory appointment here: https://calendly.com/aspivey01-ft/introductory_...

Products & Services
Women's Wealth Planning by New York Life
Women face financial challenges that generic planning often ignores. Longer lifespans, career pauses for caregiving, inheriting wealth without guid...
Business Owner Financial Planning by New York Life
Running a business is one thing. Building personal wealth while you do it is another. I work with small business owners, especially women and minor...
Tax Mix Strategy & Wealth Building by New York Life
Most people only think about taxes when they file. I help clients think about taxes as a year-round wealth tool, using the right mix of tax-deferre...
Recommendations Given (4)
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Our Recognition

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Highly Recommended

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