Allison’s focus is on assisting clients in realizing their financial goals through the creation and implementation of personalized diversified investment portfolios and financial strategies. Her passion is the financial education of girls and women with the goal of demystifying money in order to assist them in building a strong and stable foundation; her credo is “a man is not a plan.”
Allison has been in the financial services industry for over 25 years. Prior to joining Raymond James in 2018, she was affiliated with Wells Fargo Advisors, C.E. Unterberg Towbin and Needham & Company.
She has earned the Accredited Asset Management SpecialistSM or AAMS® professional designation awarded by the College for Financial Planning.1 She graduated summa cum laude from The City College of New York with a B.A. in Interdisciplinary Arts & Sciences and is a member of the Phi Beta Kappa Society.
Allison is SCUBA certified and enjoys traveling the world to immerse herself in different cultures.