About the Advisor
Combining significant industry experience with a commitment to personalized service and advice, Alison is a partner her clients can trust through every step of their financial journeys. Alison is a CERTIFIED FINANCIAL PLANNER™ practitioner and Accredited Investment Fiduciary who holds a Series 66 license through LPL Financial. She employs comprehensive planning and investment services to help individuals, families and small business owners work toward achieving their goals and dreams. Call today to find out how Alison can help you develop and execute a customized plan for financial success.
About Capital City Investments
At Capital City Investments, our advisors are committed to providing quality investment products, services and management to residents in the greater Tallahassee, Fla., Gainesville, Fla. and Macon, Ga. communities we call home. Our advisors are professionally trained to assist you with a variety of services from individual financial strategies to complete business solutions.
Whether you desire long-term or short-term investments, or a combination, we can help you build a portfolio that is designed to align with your needs. We offer access to a wide array of investment products and services at Capital City Investments through LPL Financial:
- Mutual Funds
- Life Insurance
- Disability Insurance