2 months ago
Never Say Never
The classic 1982 film Never Say Never Again marked Sean...
Financial Advisor,
Relationship Manager
Allie joined CAPTRUST in 2020 from MRA Associates, and she serves as a financial advisor and relationship manager. She works with high-net-worth individuals and families on a variety of wealth management issues, including investment advising, financial planning, tax planning, and estate planning.
Allie holds a Bachelor of Science degree in finance and economics from Barrett the Honors College at Arizona State University, along with the designation of Chartered Financial Analyst. Outside of work, Allie enjoys reading, traveling, taking barre classes, and volunteering at her church.
2 months ago
The classic 1982 film Never Say Never Again marked Sean...
2 months ago
As we pass the midpoint of 2023, the market...
6 months ago
Investors entered the opening quarter of 2023 on the edge...
6 months ago
Despite dramatic headlines this quarter, markets have delivered modest results....