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Our financial advice team


Allison Becker, Private Wealth Advisor serving the Middlebury, CT area - Ameriprise Advisors

Allison Becker

CFP®, CRPC, APMA, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Fiduciam Financial
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • ChFC® Chartered Financial Consultant®
  • Series 7
  • Series 66
  • Connecticut Producer's Life, Accident, & Health Insurance

Education

  • Roger William's University - Bachelor's Degree

Awards & recognition

  • Forbes Best-in-State Women Wealth Advisors, 2023, 2024
  • Fiduciam Financial, Ameriprise Client Experience Award, 2021
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2022, 2023
  • Five Star Wealth Manager, 2023

Previous experience

  • Paraplanner, Ameriprise Financial Services, Inc., 2016-2018, Litchfield, CT, 2
  • Client Concierge, Ameriprise Financial Services, Inc., 2013-2016, Torrington, CT, 3

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Member of Chamber of Commerce of Northwest Connecticut, Inc.
  • Young Professionals of Waterbury Region
  • Women's Advisor Network

Interests

Born and raised in Connecticut, I reside in West Hartford with my partner, AJ and our German Shepard, Kya! I volunteered a lot growing up and throughout college, which led me to finding my passion of working in the community and delivering exceptional service! In my free time I enjoy spending quality time with friends and family, traveling, giving back to the community, kayaking, reading, drawing, and venturing outside of my comfort zone trying new things. I consider my clients my extended family and that they should be treated as such.