Allison Wimer

Allison Wimer has a diverse background in finance and administrative support, with experience spanning several positions. Starting as a Counter Clerk at Starcrest Cleaners, Allison developed computer skills and responsibility in store operations. During an internship at Stifel Bank & Trust, Allison served as a Processing Assistant, Processing/Closing Assistant, and Administrative Assistant, collaborating with multiple processors and organizing data effectively. Later, Allison worked as a Financial Advisor at AXA Advisors, LLC, and has held the role of Client Relationship Specialist at Clayton Financial Group before advancing to Wealth Service Manager at Krilogy. Allison holds a Bachelor’s Degree in Finance from Oklahoma Baptist University.