Allison A. Alexander

CFP®, CPA, CDFA®

Financial Advisor / Member Owner

"I think of my clients as extended family, and I help them make informed decisions about their financial situations. They deserve the clarity, peace of mind and confidence that comes with having a solid financial plan in place. It's a privilege to be their trusted advisor."

190 Buckley Drive Rockford, IL 61107
815.227.0300
200 W. Madison Street Suite 2601 Chicago, IL 60606
312.526.3680

Allison is a financial advisor in Savant’s Rockford, IL and Chicago Loop offices. She has a membership interest in Savant.

Allison specializes in working with people undergoing significant transitions, e.g., retiring, losing a spouse, experiencing divorce, or selling a business. She helps each client create their “new normal” and become comfortable with a new comprehensive financial plan.

As a CERTIFIED FINANCIAL PLANNER® professional, Certified Public Accountant (CPA), and Certified Divorce Financial Analyst® (CDFA®), Allison is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.

Allison has been involved in the financial services industry since 1985. Prior to joining Savant, she gained financial reporting experience in public accounting and private industry. After her tenure at a “Big Eight” firm, she managed the financial reporting team for an insurance company in Chicago.

Allison is a founding member of Wise Women, an initiative that inspires, informs, and empowers women to pursue their best financial futures. She is a member of the American Institute of Certified Public Accountants, the Illinois Certified Public Accountant Society, and the Institute of Divorce Financial Analysts.

Allison is an active member of the Rockford Garden Club and the Union League Club of Chicago. She graduated with high distinction (top 10%) from the Kelley School of Business at Indiana University and earned a bachelor of science degree in accounting.

Allison has three children, Grace, Max and Jack. Among many interests, she enjoys reading, skiing, biking, hiking, gardening, cooking, music, and spending time with family and friends in Lake Geneva, WI.


Education &
Designations

  • Indiana University, Kelley School of Business
    Bachelor of Science in Accounting with high distinction
  • CERTIFIED FINANCIAL PLANNER® professional
  • Certified Public Accountant (CPA)
  • Certified Divorce Financial Analyst® (CDFA®)

Affiliations &
Community Service

  • American Institute of Certified Public Accountants – member
  • Illinois Certified Public Accountant Society – member
  • Institute of Divorce Financial Analysts – member
  • Rockford Garden Club – member
  • Union League Club of Chicago – member

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Contact Allison

"*" indicates required fields

WITHDRAWAL OR TRADE POLICY: SAVANT IS NOT RESPONSIBLE FOR PLACING ANY TRADES FROM INSTRUCTIONS LEFT VIA ELECTRONIC MAIL OR VOICE MAIL. Please note that we will not act upon withdrawal or trade instructions via electronic mail or voice mail request without first acknowledging a correct understanding of the request with you. If you do not receive a response from us, please contact us by telephone (866-489-0500) to ensure that we received your request.

Please remember to contact Savant, in writing, if there are any changes in your personal financial situation or investment objectives for the purpose of reviewing our previous recommendations and/or services, or if you want to impose or modify any reasonable restrictions to our investment advisory services. Savant shall continue to rely on the accuracy of information that you have provided. Please be advised that there can be no assurance that any email request will be reviewed and/or acted upon on the day it is received. A copy of our current written disclosure Brochure and Form CRS discussing our advisory services and fees continues to remain available for your review upon request or at savantwealth.com.

I consent to sharing my information with Savant. By proceeding, you agree to receive communication from Savant. You can opt out at any time.

This field is hidden when viewing the form
This field is hidden when viewing the form
This field is for validation purposes and should be left unchanged.