As our resident millennial, Allison’s always making use of the latest technologies to make our office run more efficiently. But as a people person at heart, she also takes a traditional approach to creating genuine connections with the clients she serves. Her technical skills and hard work are complemented by her warm personality and positive attitude.
Her entire career has been within the financial industry where she has acquired valuable experience as a securities trader and FINRA Registered Principal. She joined Grodman Financial Group in January 2011, and continues to be passionate about developing lasting relationships with our clients. While managing the compliance aspects of the company, Allison also processes securities trading and responds to other client needs. She has an MBA and a Bachelor of Science Degree, both from Southern New Hampshire University. She holds FINRA licenses 6, 7, 24 and 63.
Check the background of this firm on FINRA’s BrokerCheck.