CoverProfile

Alison Wertz

Financial Advisor, Executive Vice President

Bill Few Associates Inc

United States, Pennsylvania, Pittsburgh

About Me

Alison came to the firm in 1996 after graduating from Michigan State University where she earned a bachelor’s degree in agricultural business. As a financial advisor, she provides her clients with expertise in the areas of wealth management, insurance, tax planning, and estate planning.

Profile Information

Financial Advisor, Executive Vice President

Bill Few Associates Inc

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Pittsburgh

Pennsylvania

United States

Aug 9, 2024

More profiles to browse

JM
Jeff Marzina
Executive Vice President / Financial Consultant
Profile Photo
Kevin Corbett
Vice President - Financial Consultant
Profile Photo
Ward Garner
Senior Vice President
BJ
Brian Jourdan
Senior Vice President and Financial Consultant

You Might Like

BH
Bob Helmer
President Emeritus
Baldwin Wallace University
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
PM
Prtima MISHRA1
Software Engineer
PA TEST
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale