Alison Tetro is an estate and financial planning associate based in Boston.
CAPTRUST welcomed Alison T. Tetro in 2024, when Boston Financial Management (BFM) became CAPTRUST.
Ali supports the other estate and financial planning advisors in planning strategies for clients and their families, while working closely with their outside attorneys and other advisors. She assists with the administration of Boston Fiduciary Services, LLC, where the LLC serves as professional trustee.
Before joining BFM she was a licensed insurance agent, working in home, auto, and umbrella liability. She began as administrative coordinator at BFM before quickly moving onto the estate and financial planning team.
She earned a Bachelor of Arts degree in kinesiology, with an economics and religious studies minor, at Bucknell University in Lewisburg, Pennsylvania.
When not at work, Alison enjoys running, playing with her dog, and going to the beach with family and friends. In 2024, she ran the Boston Marathon to raise money for the charity HomeStart, Inc.
Education
- Bachelor of Arts, kinesiology, with an economics and religious studies minor, Bucknell University