Allison Schwartz

Allison has been with our firm for most of her career. She started working with CWM as an intern in August 2013 while she was at Wayne State University pursuing her bachelor’s degree in accounting. After graduating in 2015, she left to pursue an accounting career but returned in November 2017 to work as our client services manager. She felt the financial planning industry was a better fit for her than accounting. Since rejoining us, she has furthered her financial education and experience by obtaining her Series 7 and Series 66 licenses in late 2020/early 2021. She then became a financial advisor, and our associate advisor, in September 2022. She plans to continue her studies for more designations in the near future. She is very technically sound, pays great attention to detail, and overall is a great asset to our team. 

Allison has a real passion for helping clients, not only through the good times but also when their situation is difficult or emotional. She strives to be an advisor who is not only knowledgeable in the field and highly detailed, but who is also compassionate, trustworthy, and makes decisions with integrity. Allison understands personally how money can cause stress, worry, and negatively impact families. Her mission is to build a career that helps people overcome these concerns and feel more confident about their financial future. 

In her free time, Allison enjoys many hobbies, including traveling, hiking, gardening, crocheting, and other crafts. At home, her animals keep her company, including two cats, named Ellie and Jasmine, and a recently adopted puppy named Opie. She is currently planning her next travel adventure to Machu Picchu this September. Feel free to ask about her fur babies or her recent trip the next time you see her!