Alison served as an Investment Analyst on the wealth advisory team of Henley, Maconi, McGuire, Jackson & Associates at Merrill Lynch, which she had joined in 2005. For Brandywine Oak Private Wealth, she meets with existing clients to help ensure their wealth strategy is in line with their long-term family wealth plan. Alison also assists with tax planning and tax modeling, optimizing family and charitable gifting, and portfolio rebalancing. She is committed to providing the highest level of service to clients with a great attention to detail. Alison holds the CERTIFIED FINANCIAL PLANNERTM certification and the Chartered Retirement Planning CounselorSM (CRPC®) designation.
Alison has been recognized by Forbes’ “Top Women Wealth Advisors” being ranked #28 in Pennsylvania in 2020. She and her husband, Josh, reside in Avondale, Pennsylvania, with their daughter, Vivian.
Note: The Forbes ranking of Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data designed to fairly compare the business practices of a large group of advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. See Top Women Wealth Advisors 2020. For additional detail on the criteria Forbes used for the ranking, see Methodology: Forbes Top Women Wealth Advisors 2020. Neither Forbes or SHOOK receive a fee in exchange for rankings.