Allie joined MSA Financial from Morgan Stanley, where she was a Financial Advisor for four years. Allie focused on creating customized financial plans for corporate executives, small business owners, and entrepreneurs during her time there. She enjoys building long-term relationships, helping clients identify their goals, and creating financial plans around their specific objectives.
Allie has spent her entire career in the financial services industry. Prior to Morgan Stanley, she spent four years as an analyst at BNY Mellon, providing accounting, performance, risk, and compliance analysis to large corporate clients and financial institutions.
Allie holds the Series 7 (FINRA General Securities Representative), Series 66 (NASAA Uniformed Combined State Law Exam), and Massachusetts Individual Insurance Producer’s licenses. Allie graduated cum laude with a Bachelor of Science in Finance and Mathematics from Fairfield University.
Allie lives in Scituate with her husband Pat and their daughter. She enjoys traveling, golfing, skiing, and spending time with her extended family.