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.
She and her husband, Josh, reside in Avondale, Pennsylvania, with their daughter, Vivian.