Ali Donnelly

Alison Donnelly,

CRPC®, AIF®, AAMS®, CPFA® Financial Advisor

A client development and financial planning professional, Alison serves as our clients’ advocate while they pursue their goals. She works hand in hand with clients to create financial plans tailored to their priorities. She also has ample experience working with women and assessing their specific financial needs. Alison graduated summa cum laude from Springfield College in 2015 with a bachelor’s degree in marketing, and is currently pursuing her Master of Business Administration at the same school.

Inspired by the opportunity to make a positive, direct and lasting impact on the lives of others through investments, Alison began her career in financial services in 2014. After working as an intern, Alison accepted a position at Farm Credit Financial Partners, Inc. as an associate business analyst. In 2016, she moved to New Jersey and joined UBS Financial Services home office. While there, she obtained her Series 7 and Series 66 licenses, her designation as a Corporate Stock Benefit Consultant and her Chartered Retirement Planning Counselor® designation. She also holds her Accredited Investment Fiduciary® and Accredited Asset Management Specialist® designations.

In 2018, Alison proudly joined Paladin Wealth Partners and Raymond James, a firm she believes embodies the resources and culture to best serve clients. As she continues advancing in her career, Alison feels honored to be a part of the growing number of women in the financial services field. After working in corporate financial services, Alison returned from Weehawken, New Jersey to her hometown of Longmeadow, Massachusetts. She enjoys meditating, hiking and strength training. An active member of her community, Alison is President of the East Longmeadow Rotary Club, an Ambassador in the ERC5 Chamber of Commerce, and is a member of St. Mary’s Church. She has also volunteered as a coach for youth and high school sports teams.

Raymond James is not affiliated with any of the companies mentioned.