Allison Oakey, Cfp®, Crps® Email and Phone Number
Allison Oakey, Cfp®, Crps® work email
- Valid
Allison Oakey, Cfp®, Crps® personal email
As a financial advisor of the Meridian Group at RBC Wealth Management, I enjoy working with individuals and families, business owners, corporate retirement plans, as well as young professionals who are just getting started with investing to help achieve their goals and pursue financial freedom. I focus on working with our team's clients on their customized RBC Wealth Plan by helping them identify long-term strategic goals and developing a clear understanding of their priorities, risk tolerance, and time horizons. Through this thorough and customized approach, my main goal is to empower clients to live out the dreams they have worked so hard for and to help them to move through each stage of life with confidence and fulfillment.Prior to joining RBC Wealth Management, I spent two years in financial services consulting at Ernst & Young, primarily focusing on financial services risk management and internal controls transformation. I also spent two years as an internal auditor within the CFO audit organization at Bank of America. With my previous experience, I bring a diverse background in risk management, audit and attention to detail while working in a team environment. These skill sets enable me to focus a keen eye to the comprehensive wealth management process that Meridian’s clients are accustomed to.I received my master’s degree in business management from Wake Forest University School of Business in May 2017 and my bachelor’s degree in psychology from Wake Forest University in May 2016. I was born and raised in Roanoke, Virginia, and in my spare time, I love hiking on the Appalachian Trail and in the Blue Ridge Mountains with my husband, Sam and our two dogs, Ragnar (English Golden Retriever) and Moose (Yorkshire Terrier). Please visit http://www.rbcwealthmanagement.com/us/en/legal for important disclosure information. Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.
Rbc Wealth Management
View- Website:
- rbcwealthmanagement.com
- Employees:
- 8199
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Rbc Wealth ManagementRoanoke, Virginia, United States -
Financial AdvisorRbc Wealth Management May 2021 - PresentToronto, Ontario, Ca -
Associate Financial AdvisorRbc Wealth Management Oct 2020 - May 2021Toronto, Ontario, Ca -
Financial Services Senior ConsultantEy Apr 2019 - Oct 2020London, Gb -
AuditorBank Of America Jul 2017 - Apr 2019Charlotte, Nc, Us -
InternUbs Jun 2013 - Aug 2013Zurich, Ch -
InternUbs Jun 2012 - Aug 2012Zurich, Ch
Allison Oakey, Cfp®, Crps® Skills
Allison Oakey, Cfp®, Crps® Education Details
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Wake Forest University School Of BusinessManagement -
Wake Forest UniversityPsychology
Frequently Asked Questions about Allison Oakey, Cfp®, Crps®
What company does Allison Oakey, Cfp®, Crps® work for?
Allison Oakey, Cfp®, Crps® works for Rbc Wealth Management
What is Allison Oakey, Cfp®, Crps®'s role at the current company?
Allison Oakey, Cfp®, Crps®'s current role is Financial Advisor - The Meridian Group at RBC Wealth Management.
What is Allison Oakey, Cfp®, Crps®'s email address?
Allison Oakey, Cfp®, Crps®'s email address is al****@****rbc.com
What schools did Allison Oakey, Cfp®, Crps® attend?
Allison Oakey, Cfp®, Crps® attended Wake Forest University School Of Business, Wake Forest University.
What skills is Allison Oakey, Cfp®, Crps® known for?
Allison Oakey, Cfp®, Crps® has skills like Microsoft Word, Microsoft Excel, Microsoft Office, Powerpoint, Teamwork, Leadership, Customer Service, Time Management, Social Media, Public Speaking, Social Networking, Facebook.
Who are Allison Oakey, Cfp®, Crps®'s colleagues?
Allison Oakey, Cfp®, Crps®'s colleagues are Michael Neudorf, Gary Degelman, Cfp®, Fma, Cim®, Pfp, Fcsi, Steve Spiesberger, Aaron Ong, William Cabell, Cfp®, Jesse Modahl, Harrison Chris.
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