Wealth Management Specialist
Collaborative, Responsible, Supportive
Alyson works closely with GM Advisory Group’s Client Relationship Managers, Wealth Strategists, and Accounting Team to help serve our clients at the highest level. As a Client Service Associate, her role includes answering client inquiries and providing administrative support.
Before GMAG, Alyson served in high-end retail which taught her the importance of personalized service. She completed her internship with Renatus Advisors, a financial advising firm in San Juan, Puerto Rico.
Alyson has served families overseas, working with FEMA in Puerto Rico after Hurricane Maria and volunteering in both the Dominican Republic and Costa Rica. An avid traveler, she studied abroad in Barcelona and recently moved to Long Island from South Carolina.