• Allison W. Daniels

    Financial Advisor

Compassionate and detail oriented, Allison helps clients to identify and prioritize their life goals, from funding their children’s educations, to preparing for retirement, to leaving a continued family legacy. She then personalizes a long-term financial plan designed to achieve these important milestones.

Allison joined Raymond James as part of its acquisition of Morgan Keegan in 2012. She joined Morgan Keegan’s Memphis, Tennessee, offices in 2006 working in Institutional Equity Trading. In 2010, she married and moved to Albany, Georgia, where she transitioned to her present role of Financial Advisor within the Private Client Group. Allison earned her Bachelor of Arts from the University of Mississippi, where she was a member of the Phi Mu Fraternity and the University Panhellenic Council.

Active in her community, Allison has served on various committees and boards with the Junior League of Albany, Flint RiverQuarium, American Cancer Society, Albany Advocacy Resource Center, Dougherty Leadership Development Institute, and the Amateur Field Trail Clubs of America. She also currently serves on the Andrew College Board of Trustees.

Originally from Memphis, Tennessee, Allison today lives in Bronwood, Georgia, with her husband, Jamie, and daughter, Rose Marie. Jamie is a Private Land Management Consultant and Professional Dog Trainer. Outside of her work and volunteer activities, Allison enjoys traveling, gardening, and spending time outdoors with her family and their horses and dogs.