ABOUT ALLISON: Allison joined RBC Wealth Management in October 2020 as part of the Associate Financial Advisor (AFA) program and joined The Meridian Group in 2021. She holds the Chartered Retirement Plans Specialist® designation and passed the Series 7 and 66 securities exams.
Prior to joining RBC Wealth Management, Allison spent two years in financial services consulting at Ernst & Young, primarily focusing on financial services risk management and internal controls transformation. She worked with several of the nation’s largest banks advising on multiple aspects of their financial processes and controls, such as operational resiliency and internal pricing. Allison also spent two years as an internal auditor within the CFO audit organization at Bank of America.
Allison received her master’s degree in business management from Wake Forest University School of Business in May 2017 and her bachelor’s degree in psychology from Wake Forest University in May 2016. Born and raised in Roanoke, Virginia, Allison enjoys going to Smith Mountain Lake to spend time with friends and family. She also loves to play tennis, do yoga, take her Yorkie, Moose, on walks and spend time outdoors.