Allison D. Meers, CFP®
As an Associate Advisor, Alli works with clients on their financial plan and assists with portfolio monitoring and rebalancing. Alli brings a fresh new perspective to PVWM incorporating her background of client service, financial planning and investments.
Prior to joining PVWM, Alli worked at CIBC Private Wealth Management for the past 8 years as a Client Service Manager and most recently as an Associate Relationship Manager. Her responsibilities included financial planning analysis, account management and investment related support for their high net worth clientele. Before that, she was a Trust Officer for Invesco’s National Trust Company and an Analyst at Mercer Investment Consulting. She is a Certified Financial Planner (CFP®) and holds a Bachelor of Science degree in Finance from the University of Georgia.
Alli recently moved from the Lakeview neighborhood to Glen Ellyn with her husband and three young children. She enjoys spending time with family and friends and being active outside.