ASSOCIATE, CLIENT ADVISORY

Allison Robinson


Allison is an Associate and valued member of the Client Advisory Team and works directly with the firm’s Directors to implement integrated wealth management solutions for clients under TwinFocus’ total balance sheet approach.

She always brings a positive attitude and forward-thinking approach to the development and implementation of comprehensive, goal-based multigenerational wealth planning strategies, integrating income tax planning, estate planning, cash flow analysis, charitable planning and risk management for a select group of the firm’s family office clients.

ASSOCIATE, CLIENT ADVISORY

Allison Robinson


Allison is an Associate and valued member of the Client Advisory Team and works directly with the firm’s Directors to implement integrated wealth management solutions for clients under TwinFocus’ total balance sheet approach.

She always brings a positive attitude and forward-thinking approach to the development and implementation of comprehensive, goal-based multigenerational wealth planning strategies, integrating income tax planning, estate planning, cash flow analysis, charitable planning and risk management for a select group of the firm’s family office clients.

HISTORY


Prior to joining the TwinFocus team, Allison gained experience in client-focused work and developed exceptional interpersonal skills through program coordination and development at a Boston Children’s Hospital.

EDUCATION


Allison graduated Cum Laude from the University of New Hampshire where she earned a Bachelor of Science in Psychology with a minor in Public Health. During her undergraduate studies Allison engaged in volunteer work teaching English in Peru and promoting community education in public health in Nicaragua.

OUTSIDE THE OFFICE


Raised on the South Shore, Allison enjoys spending time on and by the ocean, running, and hiking the White Mountains during the summertime and skiing during the winter.  Allison is also an Associate member of the Museum of Fine Arts Council. When she is not sharpening her cooking skills at home, Allison takes pleasure in trying new restaurants in and around Boston.