Allison Trickett
Financial Advisor
Biography
Preparing for the next step in life isn't always easy. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to mett their current, and more importantly, future needs.
I entered the financial services field in 2014 and graduated with distinction from DePaul University with a degree in Finance. As a Financial Advisor, I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority.
Focus Areas
- Insurance Strategies
- Investment Strategies (Reg. Reps Only)
Languages
- English
CRN202211-274217
Check the background of this investment professional on FINRA's BrokerCheck