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.

Alison Wertz
Financial Advisor, Executive Vice President
Bill Few Associates Inc
United States, Pennsylvania, Pittsburgh
About Me
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
TB
Thomas Beilstein
Co-Chief Investment Officer, Portfolio Manager
DZ
Dan Zippel
Senior Vice President
BJ
Brian Jourdan
Senior Vice President and Financial Consultant
John Nichols Cfp®
Senior and Executive Vice President
You Might Like
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc