Allison Donaldson (CFP®, MBA)

Allison Donaldson focuses in the
following client markets or areas of practice:
- College/Education Planning
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
- College/Education Planning
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
Planning Specialties
Allison helps individuals and families plan for their financial goals, discusses, and implements strategies that improve their outlook, and gives them a vision of their financial future. Allison assists clients with:
- retirement planning
- college funding
- tax planning
- estate planning
- insurance
- charitable giving
In addition to her work with clients, Allison leads the firm’s marketing efforts.
Additional Information
Allison has an MBA in Finance from NYU’s Stern School of Business and a BA from Hamilton College. She received her CERTIFIED FINANCIAL PLANNER™ designation in 2019. Prior to joining HTG in 2013, she worked at NeubergerBerman, helping institutional clients understand their investments and build diversified portfolios.
NAPFA Start Date
April 20, 2023