As part of the Wilmington Trust Emerald Family Office & Advisory team, Alison manages client relationships and provides guidance to ultra-affluent families by assisting them with the coordination and management of their financial affairs. She leads a team of professionals who have particular expertise in working with multigenerational families on complex tax and financial matters. Alison and her team develop and implement customized and integrated wealth management strategies that support their clients’ unique objectives.

Alison joined Wilmington Trust’s Family Office team in 2006 with more than a decade of diversified public accounting experience, specializing in tax and financial planning for high-net-worth individuals and family limited partnerships.

She is a Certified Public Accountant and holds a master’s degree in taxation from Villanova University and a bachelor’s degree in accounting from Goldey-Beacom College. Alison is a member of the American Institute of Certified Public Accountants and the Delaware Society of Certified Public Accountants.