Experience

I have been a financial advisor for over 35 years focusing on financial planning and investments for individuals.  My entire investment career has been served at UBS and its predecessors.  Prior to the financial services industry, I worked for a national CPA firm in their tax department. I also enjoy teaching about investing, with a passion for educating college students on the values and strategies of investing. I was born and raised in Houston, graduated from University of Texas in business, and have a law degree from University of Houston.

Allison brings over 20 years of financial and client services experiences-- beginning with JP Morgan, where she worked with both institutional Trust and Private Bank Clients. She has worked at UBS for over ten years and enjoys helping clients with daily account needs, executing trades and solving problems. Allison is dedicated to service excellence.

Allison earned a B.A. in Economics from the University of Texas at Austin. She holds the Series 7 65 and 66 licenses. Allison lives in Katy with her husband Paul and three sons- Ethan, Austin and Mason.