Allison is an Advisory Associate. She supports the advisory team in the preparation and implementation of client application and enrollment forms. Allison provides assistance gathering data regarding client financial information, processing cashiering transactions for clients and preparing client meeting agendas.
Allison started with WMS as an intern. She graduated from Virginia Tech with a Bachelor of Science in Applied Economic Management. Allison did a practicum with Wells Fargo while in college and worked in both the grocery and retail industry. In her free time, Allison enjoys dancing and hiking in the mountains of southwest Virginia. She’s looking forward to getting settled in Baltimore and volunteering with some local organizations.