Who We Are


Maggie AllisonCompliance and Operations Officer
Ms. Allison joined the firm following a career as a New York attorney where she worked as a Vice President in the Bear Stearns & Co. Control Group. Ms. Allison’s focus within the firm is on operations management and compliance.  As part of her compliance duties, she enables the firm to maintain the highest standards of compliance with all applicable State and Federal regulations.  When handling clients’ accounts, she is dedicated to helping the firm protect investments by providing an ethical, secure and well managed environment. In her role managing operations, Ms. Allison ensures the efficient running of the firm’s day to day operations in order to provide clients with up to date services and materials.  Ms. Allison, a native of Alabama, completed her undergraduate work at Washington and Lee University where she received a B.A. followed by a J.D. from the University of Alabama School of Law.  Ms. Allison is a member of the Alabama State Bar She lives in Fairhope and has a son named William.