Allyson Chapman
Team Financial Advisor
- Merrill Lynch
Professional Information
Allyson
Chapman
Team Financial Advisor
Merrill Lynch
Education, Honors & Awards
Emerson College
Bachelor of Arts- Writing, literature, & publishing- Emerson College, 2012
2012
Personal Information
United States
Boston
Photography; Editor;
1-5 Years
Marketing Strategies; Client Services; I've spoken to my team about. Presentations; It's definitely a switch. I worked as a training consultant in Cosmetics; Where do you see yourself in the next 3-5 years? I want to work in a bank branch and flourish in the industry. Networking - there are so few women in the industry - sense of mentoring. In the Boston Area.
Allyson speaks English and Spanish; Allyson is highly creative, analytical and ambitious.
(Linked In)
As part of the KCCH Wealth Management team, my aim is to provide clarity in the lives of our clients. We listen and work to understand client financial situations, and establish goals and preferences. Then, we recommend asset allocations designed specifically to reflect our client's needs, income and expectations. Throughout this process, we provide extraordinary service and peace of mind, always placing the client's needs at the helm.
Writer; Short Form Video; Webinars; Journalist; Publishing; Marketing; Finance; Trading; Business Analysis; Literature; Financial Advisement; Mentoring; Wealth Management; Client Management
Websites & Social