Ali Moscoffian

Ali is a Wealth Advisor at Freedom Trail Financial, where she works closely with clients to deliver goal-driven financial planning and investment guidance. Her background as an investment analyst informs thoughtful, well-researched guidance, while her true focus remains on the people behind the numbers. Through holistic planning and close collaboration, Ali helps clients build strategies that reflect real lives, evolving priorities, and long-term goals, so they can move forward with clarity and confidence.

Ali brings more than 20 years of experience across financial services, investment management, and high-net-worth consulting. She began her career in Boston at BNY Mellon and State Street Global Advisors before moving west to Roxbury Capital Management, where she worked alongside the trading desk and later led performance and consultant relations. She also served as an investment analyst and consultant at Greycourt & Co., advising on portfolio strategy and client reviews. These experiences ultimately led her back to Boston and into the independent advisory space, where she joined Freedom Trail Financial. Ali holds a Bachelor of Arts from Colgate University.

Ali and her family have lived in London and Singapore, embracing an adventurous lifestyle while raising their children. In her free time, she is passionate about leading her daughter’s Girl Scout troop, supporting her kids' various activities, and enjoying family time at the golf course or local theater. She also loves gardening, yoga, and staying connected with her community through supper and book clubs, all while doting on her family and cats.