Ali Allen

Ali Allen is Vice President, Partner, and Wealth and Portfolio Specialist at Steward Partners Global Advisory, based in Washington, DC. In her current role, she advises high-net-worth individuals and families on wealth management strategies, portfolio construction, and long-term financial planning. She is recognized for delivering personalized investment counsel and overseeing multi-asset class portfolios, coordinating closely with clients to align investment strategies with their unique financial goals.

Ali brings deep experience managing client relationships and developing strategic financial solutions, supported by her prior roles at Wells Fargo Advisors as Practice Administration Manager and Strategic Development Consultant. Her sector expertise spans equities, fixed income, alternative investments, and retirement planning, with an emphasis on integrated wealth management approaches for affluent clients.

Ali holds the Accredited Asset Management Specialist (AAMS) designation from the College for Financial Planning and earned an MBA in Finance from the Georgetown University McDonough School of Business. Throughout her career, she has been committed to client-focused service and professional excellence, contributing to the growth and reputation of her advisory teams at both Steward Partners and Wells Fargo Advisors.