ALLISON WILLIAMS, CFP®, CDFA®

CHIEF OPERATING OFFICER

Allison Williams joined Brown Wealth Management Group in 2006. After receiving her bachelor’s degree in applied mathematics at Kansas State University, she joined the firm as a financial consultant, leveraging her background in math theory, statistics and actuarial studies before being promoted to chief operating officer.

Allison has extensive knowledge gathering and analyzing investment planning data, preparing preliminary wealth management plans consistent with client goals and risk tolerance, and executing portfolio transactions. She is a CERTIFIED FINANCIAL PLANNERTM practitioner, Certified Divorce Financial Analyst, holds a Series 7 registration with LPL Financial and a Series 66 registration with LPL Financial and Stratos Wealth Partners, as well as a California (life and health) Insurance license.

As Chief Operating Officer, Allison oversees all firm operations to ensure maximum efficiencies, processes and portfolio management.

Allison lives in Vista with her husband, where they enjoy spending time with friends and traveling.

CA Insurance License #OF87866

OUR TEAM

A commitment to excellence brought our talented team together as one independent firm.

Jeff Brown

PRESIDENT

Allison Williams, CFP®, CDFA®

CHIEF OPERATING OFFICER

Patrick Ford, CPWA®

DIRECTOR OF WEALTH MGMT

Tyler Morris, CPWA®

WEALTH ADVISOR, PORTFOLIO MANAGER

Irene Zawasky

CLIENT SERVICES SPECIALIST

Colin Domonoske

WEALTH MANAGER ASSISTANT

Glad Elevado

CLIENT SERVICES ASSISTANT

Bob Wolter

BUSINESS DEVELOPMENT PARTNER