Meet Allison
Allison Schott brings nearly 30 years of experience in sales, marketing, and leadership to her role as Director of Marketing and Transformation. Based in her hometown of Sarasota, Florida, she is passionate about crafting clear, compelling strategies that make financial planning feel approachable and empowering.
Allison specializes in building meaningful connections—both with clients and within communities—through thoughtful communication and resource sharing. Her work helps individuals and families envision long-term success and feel confident in their financial journeys.
Outside the office, Allison finds inspiration in the natural beauty of the Gulf Coast. She enjoys fishing, boating, golfing, and flying her drone to capture stunning landscapes through photography.