Back to Search Favorites List

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

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
Each client comes to the table with different circumstances. Allison uses her knowledge and resources to develop solutions that add value. She enjoys getting to know her clients and understanding what is important to them, which leads to building a more meaningful financial plan.

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

Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit
Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit

This Office

50 Locust Ave New Canaan, CT 06840-4737 Phone: (203) 972-8262 Fax: (203) 966-4740
View
Visit Website