Ali is the Managing Director of Waldron’s Wealth Planning Department, where she develops and implements comprehensive, goal-based wealth planning strategies for our clients. For more than 12 years, Ali has been helping entrepreneurs and their families simplify their financial lives. After earning a Marketing and a Management Information Systems degree from Marietta College, she earned a Master of Business Administration from Florida Atlantic University. Prior to joining Waldron, Ali worked for Fidelity Investments. Through the Professional Executive Certificate Program at Duquesne University Graduate School of Leadership and Professional Studies, she became a Certified Financial Planner.