Allison provides comprehensive investment planning. If you develop a successful working relationship, she can work with you to help achieve your goals.

 

For three decades Allison has helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Allison has dedicated her career to delivering the personalized investment planning services her clients deserve.

 

Allison began her career as an Investment Consultant in 1993 with Banc of America Investment Services, in Washington, DC, where she developed her fundamental investment knowledge. She joined Wachovia Securities, a predecessor firm of Wells Fargo Advisors, in 2008 to take a team approach in providing personalized financial advice for individuals and families. Most recently, Allison was recognized by Forbes as one of the Top Women Wealth Advisors Best-In-State for 2024.

 

Prior to entering into the Financial Services profession, Allison graduated from Boston College with a degree in communications.  Following that, Allison graduated from Suffolk University Law School, and became a member of the Massachusetts Bar.  She currently does not practice law, as Wells Fargo Advisors is not a tax or legal advisor.  Allison moved to the DC area in 1992.

 

Away from the office, Allison spends her free time with her husband and 3 children.  They love to travel together and have been to Central and South America as well as several countries in Europe, including Iceland.  Community Service is an important to Allison as well.  She is involved with several local charities and currently serves on the board of the VHC Health Foundation.  She also loves to play golf.

 

2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23 (Source: Forbes.com). The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

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Resident State VA