I’m so pleased to share with you that Allison has joined our BW team as my Executive Assistant. I don’t know how I functioned before she arrived! Allison says she’s thrilled to work with such a passionate team of folks who care so deeply about our clients, and we are equally thrilled to have her on our team, sharing our values and focusing on stellar client service. With her background as a seasoned executive assistant, and her passion to provide unparalleled support, Bradley Wealth clients are in great hands.
Allison understands the wealth management space from her work with New York firms like Clayton, Dubilier & Rice, Pantheon Ventures, McKinney Rogers, and Perry Capital, where she learned best practices from both large, traditional firms and smaller, more progressive cultures. She earned a bachelor’s degree in Economics and a Certificate in International Business from Arizona State University and went on to receive a Master of Arts degree in International Relations from the University of Oklahoma.
A native of Wisconsin, Allison now spends her free time in Phoenix giving back through Honor Flight, an organization assisting war veterans. Her interests include High-intensity interval training, the Green Bay Packers (and sports in general), WWII History, fishing, Bravo, craft cocktails, and Hedley Dru, her small and spunky Yorkshire Terrier.
With Allison’s support I’ll now have more time to spend with clients, so join me in welcoming her to our team and please give us a call if you need anything!