A client development and financial planning professional, Alison serves as her 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. Trustworthy and reliable, Alison empowers clients by facilitating open conversations with them in an effort to distill complicated financial topics into honest and applicable advice.
Alison graduated summa cum laude from Springfield College in 2015 with a bachelor’s degree in marketing and is currently pursuing her MBA at the same school. Inspired by the opportunity to make a positive, direct and lasting impact on the lives of others through the investment services field, Alison began her career in financial services in 2014. During that time, she worked as a full-time paid intern at Farm Credit Financial Partners, Inc., later accepting the role of associate business analyst within the same company.
Alison accepted a position with UBS Financial Services, Inc. in 2016. While there, she obtained her Series 7 and Series 66 licenses, her designation of corporate stock benefit consultant and her Chartered Retirement Planning Counselor® designation. She also holds her Accredited Investment Fiduciary® designation, as well as the Accredited Asset Management Specialist® designation. In 2018, Alison proudly joined 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 investment services field.
Originally from Longmeadow, Massachusetts, Alison recently left Weehawken, New Jersey, to move back to her hometown. She enjoys yoga, hiking, spinning, basketball and volleyball (she played on the Emmanuel College volleyball team in college). An active member of her community, Alison volunteers with the East Longmeadow Rotary Club and serves on the Executive Board for Women to Watch USA, Western MA as Community Connection Chair.
Raymond James is not affiliated with the above organizations and/or charitable causes.