Alison Williams (alisonw@stonegatewealth.com) is an Administrative Assistant with Stonegate Wealth Management.
Alison is currently working towards obtaining her Registered Paraplanner certification from The College for Financial Planning and hopes to study for her Certified Financial Planner certification after. She joined Stonegate Wealth Management in early 2009 and assists in keeping the office running smoothly, as well as being the point person for a variety of tasks that may come up on a day-to-day basis.
Alison graduated from Rider University in May of 2008, where she earned a Bachelor’s of Science in Business Management and Entrepreneurial Studies. While enrolled, she held an executive position on the Student Entertainment Council – the second largest organization on campus and oversaw 5 programmers and their budgets.
She is an active member of the Financial Planning Association (FPA).
In her spare time, she enjoys the beach, reading non-fiction books and spending time with friends and family.