Alison is the firm’s Executive Vice President and helps guide the strategic direction of the company. Having joined the PensionmarkMeridien team in 2014, she has over 30 years of experience working with affluent clients, businesses, and their advisors to creatively design and implement estate, philanthropic, retirement, and executive benefit plans. Alison is a Chartered Financial Consultant, Chartered Life Underwriter, and Chartered Advisor in Philanthropy. She is also an active member of the International Association of Advisors in Philanthropy and the Rhode Island Estate Planning Council.Alison leads PensionmarkMeridien’s Executive Benefits and Life Insurance Case Design teams and serves as the lead of client relationship management across key company accounts. Alison earned her B.A. at William and Mary in Williamsburg, VA, holds FINRA Series 6, 63, 65 & 99 registrations, and is life & health insurance licensed.