RETIREMENT PLANNING ADVISOR
DIRECTOR OF OPERATIONS & MARKETING
Alison takes great pride in her ability to multi-task. She creates comprehensive operations and marketing strategies that successfully navigate the Dan White Team on a daily basis. She has been training and studying retirement planning strategies alongside Dan White for the past seven years. This has given her a solid platform to help assist individuals with creating customized plans that will be beneficial to meeting their retirement goals. She considers Dan as her greatest mentor and her best resource when helping individuals with their financial plans. In addition, Alison provides Dan’s existing clients with continuous services and annual account reviews.
Alison holds a Bachelors Degree in Business from Drexel University. She also holds a Life, Accident, and Health Insurance License in the state of Pennsylvania, as well as the Series 65 License. Alison is a Registered Investment Advisor with CoreCap Advisors, LLC. In 2020 she plans to study and earn the Retirement Income Certified Professional (RICP®) Designation from The American College in Bryn Mawr.
Alison is a native of the West Chester area. She continues to reside in West Chester with her husband Pat and their two daughters, Devyn and Maddie. Alison and Pat both graduated from Unionville High School and their daughters are currently enrolled at Saint Maximilian Kolbe Elementary School. Both Pat and Alison come from large families, so most of their spare time is spent with them and close friends.
Alison strongly believes Dan White and the entire team is bringing tremendous value, both personally and financially, to each client they meet with. She truly loves coming to the office, working with Dan, the team, their clients, and meeting new retirees each day. Alison even has a sign hanging behind her desk that reflects her beliefs “Do what you love, and you’ll never work a day in your life”.
Securities sold through CoreCap Investments, Inc., a registered broker-dealer and member of FINRA/SIPC; advisory services offered by CoreCap Advisors, Inc., a registered investment advisor. CoreCap and Daniel A. White & Associates are separate & unaffiliated entities.