"We always say that a good client meeting is one where the client does the talking. It's our job to listen and learn and absorb. Every client is different. Every client's needs are different. We need to be able to hear their goals and desires and collaborate to come up with a plan. Along the way we will modify the plan accordingly but always remember our goals. There is nothing more satisfying than setting a plan in place and seeing it to fruition."
Alison has worked with the Bristol Private Wealth Management team for over a decade. In 2019, she decided to shift her focus to her family and has since transitioned to a new role as a part-time associate; working primarily on special projects.
Alison holds a bachelor's degree from Hamilton College in Clinton, New York. She grew up on Long Island and currently resides in Basking Ridge, New Jersey, with her husband and three children. She enjoys exercising, reading and spending time with her family.