• Allison Haberstock

    Director of Client Services

Allison Haberstock has an extensive background in client service and financial planning, with a focus on maintaining and updating clients' financial plans to support their lifetime goals. She joined Chuck's office in 2008 and has since been instrumental in directing and coordinating the client meeting process, as well as managing all service-related matters for the practice.

Before joining Raymond James, Allison worked for Enterprise Mutual Funds in Buckhead as an internal wholesaler for upstate New York and western Pennsylvania from 1996 to 2002. Her experience there likely equipped her with valuable insights into investment products and client relations.

Allison holds a Bachelor's Degree in Political Science from the State University of New York in Albany. Her previous experience working for State Representatives and Senators in both New York and Massachusetts suggests a strong foundation in government affairs and public service.

She and her husband made the move to Roswell, GA in 1996, where they have since raised their two sons. In her free time, Allison enjoys competitive tennis and gardening, showing a well-rounded approach to life outside of her professional endeavors.