Ally McIlvin

With over 13 years of experience in the financial industry, Ally brings a depth of knowledge and a proven track record of operational excellence to her role as a Private Client Associate. Prior to her current position, she honed her expertise at Morgan Stanley, where she specialized in operations, audit, and operational support, building a reputation as a trusted, resourceful professional who delivers results.

Ally is known for her practical, get-it-done approach and her ability to navigate the complexities of financial services with precision and reliability. Her clients and colleagues alike count on her not only for her industry knowledge, but for her commitment to following through on every detail.

Outside of the office, Ally treasures time with her husband, two children, and their four-legged family members: three dogs and a cat. She enjoys weekends on the water and brings the same creativity and patience to her hobbies of crafting and painting.