Baker Street Advisors
Alison joined Baker Street Advisors in 2012 after doing comprehensive financial planning as an Associate Advisor for 7 years at Mercer Global Advisors in Santa Barbara. She also previously worked as a trader on the floor of the Chicago Stock Exchange.
At Baker Street Advisors, Alison primarily provides financial planning services to their high net worth families as well as account management and client service.
Alison earned a B.S. in Industrial Engineering from Northwestern University. She became a Certified Financial Planner® in 2007.
This person is not in any teams
This person is not in any offices
Baker Street Advisors
Baker Street Advisors is an investment management company that offers wealth management and comprehensive investment advisory solutions.