Allison Shuler is a wealth management advisor in Rochester, NY.

Allison specializes in financial planning with emphasis on retirement, cash flow, tax, and estate planning. She joined CAPTRUST in 2025 through Cobblestone Capital Advisors, where she served as a senior wealth planner for 10 years.

Allison earned her Bachelor of Arts degree in mathematics from Nazareth University.

In her spare time, Allison enjoys hiking with her dog, cooking, and reading. She also serves as a board member at Starbridge, a local nonprofit.