Alison Williams is an Paraplanner with Stonegate Wealth Management and joined the firm in 2009.
She is responsible for the day-to-day office administration of the firm and assisting with the development of client financial plans.
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 currently holds her Registered Paraplanner (RP®) designation from The College for Financial Planning and hopes to study for her Certified Financial Planner certification.
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.