Associate Wealth Planner
Alison Wright joined DeSERANNO in 2007 with seven years of experience in the financial services industry. As an Associate Wealth Planner, she is responsible primarily for client administrative matters and a number of daily operational activities. These include data gathering, client meeting preparation, updating and maintaining client information, and working closely with the financial planning team.
Alison began her career in client relations at a financial advisory firm in Boston, Mass. She later worked as a Registered Client Service Representative with Raymond James in Grand Rapids, Mich. She currently holds the designation of Registered ParaplannerSM through The College for Financial Planning.
Alison graduated from Denison University in 1989.