Alison Hall
Vice President, Financial Advisor
CFP®
Contact Alison
Team Office
Alison’s Locations
Sarasota, FL 34236 (941) 879-9290
Oakland, NJ 07436 (201) 347-3110
About Alison
With nearly 20 years of experience in the financial planning industry, Alison is dedicated to helping individuals gain a better understanding of their financial lives and achieve their personal and professional goals. Her passion lies in educating clients and helping them establish a clear roadmap to success, providing them with peace of mind and a sense of control.
Alison’s commitment to making a positive impact extends beyond her professional work. She offers pro-bono financial advice through the Women’s Money Empowerment program at the Women’s Resource Center in Sarasota. Additionally, she serves on the Investment Committee for Big Waters Land Trust, a conservation organization focused on protecting southwest Florida’s landscape. Alison is also an active member of the Greater Sarasota Chamber of Commerce.
In her spare time, Alison can be found playing with her bulldog, baking, or kayaking with her husband.
Education
- BS - Business Administration and Management, Rider University
What we’re thinking about
Where Affluent Retirees Are Spending 3+ Months Each Year
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
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