Private Wealth Management

 

Allison Montgomery Crate

CFP®, CIMA®, CRPC®, CDFA®, CPFA®

Vice President, Senior Wealth Manager

Allison passionately helps individuals, families and businesses identify and meet their goals and objectives through financial planning, risk management and investment management. She believes that integrity is paramount and that her client’s interests should always come first. Many of her clients have been successful accumulating wealth, but do not have the time or expertise to manage their finances. Allison enjoys keeping them on track, watching them meet their goals, as well as educating and working with the next generation.

Many of Allison’s clients are entrepreneurs. She is the oldest of four children and grew up watching her parents run several small businesses, while raising a family. She experienced first-hand the challenges and rewards of running a business, as well as other life transitions such as divorce and remarriage with blended family dynamics.

Allison enjoys working with business owners to design, implement and improve their retirement plans and create participant education not only to help participants to reach their goals, but to also attract and retain talent. A lifelong learner, Allison has plans to pursue the Accredited Investment Fiduciary® (AIF®).

Allison received her B.A. Business Management from Washington College in Chestertown, MD. She resides in Manchester-by-the-Sea with her husband and children. When she is not spending time with family and friends, Allison can be found playing golf, racquet sports or relaxing at the beach.

Email

Designations and Licenses

  • CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)
  • Certified Investment Management Analyst® (CIMA®)
  • Chartered Retirement Planning CounselorSM (CRPC®)
  • Certified Divorce Financial Analyst® (CDFA®)
  • Certified Plan Fiduciary Advisor® (CPFA®)

Registrations

  • Member of the Financial Planning Association
  • Member of National Association of Plan Advisors
  • Member of the Institute for Divorce Financial Analysts