Allison Graham Spangler

With more than 13 years of experience in financial planning and investment management, Allison Spangler has the accumulated knowledge and perspective to help keep you and your financial future on a steady course. Allison understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.

As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Allison will be with you every step of the way offering sound advice and customized financial solutions designed specifically for you.

Allison endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using the industry’s most comprehensive resources. Her investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.

Based on what she learns about you, your goals and an analysis of the current financial markets, Allison designs a customized investment portfolio based on recommendations made solely with your best interest in mind. She then takes the time to explain her recommendations and, once you are comfortable with your new plan, puts it into action and continuously monitors its performance for opportunities to adapt to life changes and new goals.

Allison began her financial services career in 2006 at a regional bank providing trust and investment services to her repeat and referral clientele. Today, Allison provides portfolio management, retirement planning, estate planning, 529 education savings plans and more through Raymond James.

Allison resides in Rushville, Ohio, with her husband, two children and two dogs. Away from the office, she enjoys traveling, especially to the beach each year with family and friends.