Allison is an LPL Registered Client Service Associate for Holistic Wealth Advisors and joined the team in 2019. She works alongside the advisors and the rest of the team, as an integral member, assisting in the daily operations and maintaining client accounts. Allison is committed to ensuring client satisfaction and providing dedicated support to clients.
She graduated Cum Laude from the University at Albany and holds a Bachelor of Science degree in Business with concentrations in Finance and Marketing. Allison holds a Series 7 license through LPL Financial and Series 66 license Stratos Wealth Partners, Ltd and LPL Financial.
When she’s not in the office you can find her skiing, running in various races, spending time with friends and family, and travelling.