Allison Wooten

As a Registered Administrative Associate, Allison plays a central role in delivering a thoughtful and seamless experience for you. She supports the practice across a wide range of responsibilities, including account opening and updates, client communication, portfolio changes, account maintenance, transaction processing, and identifying opportunities that can enhance your financial path. Whether she’s solving a service need or helping someone understand the next step in their plan, Allison approaches every interaction with care and clarity.

Known for her compassionate ability to connect during both everyday conversations and emotionally complex moments, Allison is attentive to detail, proactive in her follow-through, and skilled at identifying issues or opportunities as they arise. She welcomes any conversation where she can make a positive impact and help someone move forward with confidence.

Allison is licensed with her Series 6, 7, 63, and 65 registrations, as well as her Life, Health, and Annuities licenses. With 14 years of experience in the financial industry, including leadership roles as a Branch Manager at Wells Fargo and six years as a Registered Investment Sales Associate at Truist, she brings a depth of knowledge and professionalism to our team.

Outside of the office, Allison finds joy and purpose in spending time with her husband and their three children, ages 10, 7, and 2. She enjoys working out, running, and taking family trips whenever she can. Allison also leads a youth group at her church and is an enthusiastic UVA sports fan.