Alison Frances Willig
Business Development Specialist
alice@alisonfrancesconsult.org
+1 (715) 245-3090
Merrill Lynch
Newton, MA
Business Development Specialist
Ready to work with clients from around the world to achieve financial success
With registrations across the United States and extensive experience in global markets, Alison is positioned to help clients worldwide achieve their investment goals. Whether you're looking for portfolio growth, retirement planning, or wealth management strategies, reach out to start the conversation.
Newton, MA 02462, USA
Merrill Lynch, Pierce, Fenner & Smith Incorporated
alice@alisonfrancesconsult.org
+1 (715) 245-3090
Experienced financial professional with extensive registration across multiple regulatory organizations
Experienced financial professional with extensive registration across multiple self-regulatory organizations and U.S. states. Currently serving as a Business Development Specialist at Merrill Lynch, Pierce, Fenner & Smith Incorporated with a clean professional record and no disclosure events. Holds multiple securities industry qualifications with a career spanning over 15 years in the financial services industry.
With registrations in 49 U.S. states and territories, Alison has the expertise to guide clients from all backgrounds to make informed investment decisions. Her extensive knowledge helps investors navigate markets and work toward achieving their financial goals.
Hear from investors who have benefited from Alison's guidance
Professional credentials and regulatory approvals
Registered with 6 Self-Regulatory Organizations including FINRA, NYSE, and Nasdaq
Licensed in 49 U.S. states and territories
No disclosure events reported
Clean professional record with no regulatory actions, customer complaints, or arbitrations
Registered with current firm since October 2009
Previously with Banc of America Investment Services, Inc. (2007-2009)
Securities industry qualifications and certifications
Jurisdictions where Alison is currently licensed to conduct business
Professional experience and career progression
Currently serving in a business development role with one of the nation's leading financial institutions.
Joined the firm and has been serving in a business development capacity since October 2009.
Served as a registered representative with the firm from May 2008 to October 2009.
Began career in financial services with the firm from December 2007 to October 2009.