Advisor profile


My approach

Andrew Allison - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Andrew Allison - My approach photo

Areas of focus

  • Domestic Partner Planning
  • Employee Stock Options
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • BFA™ Behavioral Financial Advisor™

Education

  • Loyola University of Chicago, 1987-1990, Economics & Political Science

Interests

I believe anything that makes me a better person makes me a better adviser, so I have a number of personal interests.

-I am a proud member of the Union League Club of Chicago.- As a brother and four-time uncle, I enjoy spending time with my three sisters, as well as my three nephews and niece in Portland, Oregon and Atlanta, Georgia, to have a meaningful impact on their lives.- I also enjoy reading history, playing golf and fine cigars.- I am a passionate Michigan football fan and Chicago Bears season-ticket-holder.

Community participation

  • Old St. Pats Parishoner, Chicago IL

Awards & recognition

  • Five Star Wealth Manager, -Recognized as a Five Star Wealth Manager, 2012-2019