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 2021 Best-In-State Wealth Advisors* and Forbes 2020 Top Women Wealth Advisors* being ranked #28 in Pennsylvania. She and her husband, Josh, reside in Avondale, Pennsylvania, with their daughter, Vivian.
*The Forbes Best-in-State Wealth Advisors and Top Women Wealth Advisors ranking algorithms are based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.