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Alessandra (Allie) DiMauro, CFP®, AEP®

Senior Wealth Advisor

Allie joined the firm in 2014. She works closely with clients to help them achieve their financial goals, advising them on topics such as asset allocation, investment management, financial planning, as well as specialized planning associated with an impending divorce.

Allie brings more than 20 years of wealth management experience gained from the Private Banking Divisions of J.P. Morgan, Bank of America, and Union Bank of California, as well as five years as a Client Advisor with Round Table Services, LLC.

She holds the CERTIFIED FINANCIAL PLANNER™ and Accredited Estate Planner™ certifications. Allie earned a Graduate Certificate in Estate Planning and Taxation from the Irwin Graduate School of the American College, and a BA from Cortland College. She currently serves as a member of the Estate Planning Council of Lower Fairfield County and is a resident of Trumbull, CT. In her spare time, Allie enjoys softball, golf, yoga, and skiing.