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

RE
Rodney Engh
Senior Vice President
TV
Tammy Vargo
Senior Vice President, Portfolio Manager
Profile Photo
Ken Como
Sr. Executive Vice President / Board of Directors/Treasurer
BJ
Brian Jourdan
Senior Vice President and Financial Consultant

You Might Like

KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
PM
Prtima MISHRA1
Software Engineer
PA TEST
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management