Allison Stong, RFC®
(918) 858-2811 | firstname.lastname@example.org
Allison Stong is a Financial Advisor who joined the Tulsa Wealth Advisors team in 2011. She is graduate of Oklahoma State University, with a major in Economics. During her college career, Allison knew she wanted to follow in her father’s footsteps by going into the financial industry. After graduating she received the opportunity to work for one of the top Raymond James offices in Oklahoma.
Allison’s expertise focuses on forming strong financial planning relationships while providing clear and concise strategies to help clients gain confidence for their future. Whether you are a successful business owner, widow or retiree, Allison collaborates with you to build, implement and manage your comprehensive financial plan. With the foresight of knowing that each road map to success never looks the same, Allison enjoys designing a plan that is tailored to each client’s specific needs and wishes in the areas of investment, retirement, business, estate and tax planning.
Currently, she is enrolled at the College for Financial Planning, working towards her CERTIFIED FINANCIAL PLANNER™ designation. Allison and her family reside in South Tulsa. There, they stay busy with the children’s various extracurricular activities and social outings. Her passions include cooking, family time, and giving back to the community. She especially enjoys volunteering for Big Brothers and Big Sisters of Oklahoma.
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