Allie joined the team in February 2025 as a Sr. Investment Portfolio Analyst, bringing valuable experience from her previous role with an institutional consulting team serving non-profits within Raymond James. Allie strives to be her client’s strongest advocate, problem-solving to ensure they can reach their financial and personal goals.
Allie’s responsibilities on our team include trading, investment operations, and assisting with portfolio proposals. Allie holds Series 7, 65 and 63 licenses.
Allie graduated from the University of Florida in 2015 with a Bachelor of Science in Accounting and joined UBS in March 2019 before joining Raymond James in September 2019. Allie started her career with T. Rowe Price as a staff accountant before moving to the U.S. intermediary sales department where she worked with financial advisors across the country to help find appropriate investment strategies for their clients.
Allie lives in Coconut Creek, FL with her husband, Greg, and their twin boys. In her free time, Allie enjoys baking, traveling, and sitting on a quiet beach.