Education: Texas State University, Bachelor of Business Administration in Accounting
Licenses: FINRA Series 6: Investment Company and Variable Contract, FINRA Series 63: Uniform Securities Agent State Law, and Group 1 Life & Health Insurance License
Certifications: CAP® Candidate, expected 2020
As an Underwriting/Case Design Specialist, Alison enjoys going above and beyond to assist each individualized client’s needs, preparing proposals for prospective and current clients and leveraging her extensive product knowledge to develop competitive strategies, designs and solutions. Alison helps navigate clients thorough the underwriting process to ensure a smooth, seamless process for life insurance, disability insurance, long term care and annuities.
With Alison’s 20+ years in various roles and responsibilities in the insurance industry, Alison understands building relationships and rapport with clients is paramount in order to assist them in planning for the future.
Alison joined Waldman Bros in 2007 and transitioned to the CD Wealth family in July 2016.
Alison is a native Dallasite who graduated from Ursuline Academy and comes from a large, close family. During Alison’s free time, she enjoys all things culinary. And close to her heart, Alison cherishes helping her favorite charities and foundations.
Check the background of this investment professional on FINRA’s BrokerCheck.