About Me

Prior to becoming a Financial Advisor, I spent most of my career in executive leadership roles at leading firms within the financial services industry, such as Merrill Lynch, UBS Wealth Management, GE Capital, and Citibank as well as with a start-up fixed annuity insurance company. And, most recently, I owned, managed and then sold an advertising agency in Philadelphia, PA. I have built an outstanding reputation for delivering business results with a focus on providing exceptional service to my clients and colleagues.

Throughout my career, I have recognized the importance that a comprehensive plan has in successfully running a business and achieving goals. This also carries through to managing one’s personal finances and investments. I believe it’s important for clients to have a customized wealth management strategy developed. The plan is then implemented and periodically monitored, to track progress to those goals. Often, multiple goals need to be planned for, such as saving for retirement, financing a college education, or buying a second home.

I can help you define and strive to meet your goals by delivering an array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. You will have access to some of the most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices. Working together I can help you to preserve and grow your wealth.

My goal is to provide exceptional service to you so you have the best possible experience and outcome.

I received my BA from Vassar College and my MBA from New York University’s Stern School of Business. I live in Princeton, NJ with my husband, Steve. I am passionate about playing the flute; I am Board Member and performer with the Blawenburg Band and a Board Member of Trenton Music Makers. I also enjoy spending time with family and friends at the beach, on the golf course, or at the mountains hiking or skiing
Services Include
  • Financial Planning1
  • Wealth Management2
  • Retirement Planning3
  • 401(k) Rollovers
  • Annuities4
  • Life Insurance5
  • Long Term Care Insurance6
  • Lending Products
  • Cash Management7
  • Planning for Education Funding8
Securities Agent: AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, MA, MD, ME, MI, NJ, NY, PA, SC, TN, TX, VA; Investment Advisor Representative; General Securities Representative
NMLS#: 1694672
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Webinar: King Lear, Tony Soprano and Lessons in Wealth Transfer - March 20th 12 pm ET

Education

  • Bachelor of Arts, Vassar College
  • Masters of Business Administration, New York University Stern School of Business
  • Series 7 - General Securities Representative
  • Series 66 - Combined Uniform State Exam & Investment Advisory Agent
  • Life, Health and Variable Annuity Insurance Licensed

Working With You

Understanding your life priorities is an important part of working together. It’s not just about markets and returns, it’s about what matters most to you.  As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

Your goals will be my focus and achieving them will be a commitment we will share together.   I aspire to build a lasting, meaningful relationship with you, based on trust and integrity and will guide you through important investment decisions and will manage your assets to help you achieve your financial goals.  

I welcome the opportunity to show you how we can work together to create a financial plan designed around you, your goals and your aspirations.

    Location

    1200 Lenox Dr.
    Ste 300
    Lawrenceville, NJ 08648
    US
    Direct:
    (609) 620-7163(609) 620-7163
    From My Desk

    The Playbook: A Millennial's Guide to Life & Money


    Investment and Market Perspectives

    On the Markets

    Retirement

    Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
    • 401(k) Rollovers
    • IRA Plans
    • Retirement Income Strategies
    • Retirement Plan Participants
    • Annuities
    The Simple Six-Step Retirement Checkup

    The Simple Six-Step Retirement Checkup

    Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.
    • Asset Management
    • Wealth Planning
    • Traditional Investments
    • Alternative Investments
    • Impact Investing
    Five Smart Strategies to Use a Bonus or Raise

    Five Smart Strategies to Use a Bonus or Raise

    Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

    Family

    Creating customized financial strategies for the challenges that today's families face.
    • Estate Planning Strategies
    • 529 Plans / Education Savings Planning
    • Long Term Care Insurance
    • Special Needs Planning
    • Trust Services
    Financial Transition: A Guide for Women

    Financial Transition: A Guide for Women

    Here's how to take control of your finances if a death or divorce leaves you holding the reins.

    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
    6 Keys to Building a Startup

    6 Keys to Building a Startup

    Entrepreneurs share ideas and learnings from the experience of starting a company.

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    Reserved | Living & Giving

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    Access Morgan Stanley Online

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    Ready to start a conversation? Contact Alison Denis today.
    Market Information Delayed 20 Minutes
    1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

    2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    4Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    7Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

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