Allison Merritt

Allison Merritt is a Financial Advisor who is driven by a genuine passion for building meaningful, long‑term relationships. She thrives on helping clients navigate life‑changing financial decisions with clarity and confidence, combining thoughtful strategy with a steady, supportive advisory approach. Allison’s commitment to being a trusted guide is rooted in her desire to create lasting impact and help clients reach their goals over time.

Allison brings a unique blend of strategic growth experience and an advisory mindset, allowing her to provide proactive guidance and clear, personalized planning. She works with individuals and families navigating important financial moments whether preparing for retirement, managing growth, or experiencing major life transitions. She holds a Business degree from Michael G Foster School of Business at the University of Washington and is dedicated to helping clients feel informed, prepared, and fully aligned with their financial objectives.

Outside the office, Allison enjoys traveling, and boating. She is actively involved in her community through her work as a Kappa Alpha Theta advisor and as a member of the Edmonds Yacht Club. At home, she stays busy cheering on her four children at their many sporting events.